Member Specialist (Universal Teller) - Bilingual Required Oklahoma City, OK

Full-Time Floating Member Specialist Alianza Branch Monday - Friday: 7:15 a.m. - 6:15 p.m. **(8-hour shift within timeframe)** Saturdays: 8:45 a.m. - 1:15 p.m. Bilingual: Spanish/English Required Travel to Different Locations Mileage Reimbursement AboutAlianza: In2021, Allegiance Credit Union initiated a partnership with ScissortailCommunity Development Corporation to explore the challenges and aspirations ofOklahoma City's Hispanic population. Through a process of community organizing,we gained valuable insights into the pressing issues facing the community. Conceivedand designed by members of our Hispanic community, Alianza por AllegianceCredit Union is dedicated to providing financial services that resonate withthe culture and needs of Latinos in Oklahoma. Focused on building familywealth, fueling business growth, and nurturing the next generation offinancially empowered leaders, Alianza supports and serves intentionally, handin hand with our community. Alianza isn’t just another branch – it’s acommunity-driven initiative. We’re proud of the progress made over the past fewyears and invite you to join us in continuing to build our future together! Role Responsible for providing excellent member serviceexperience across multiple service channels, including telephone, digital,lobby, drive-thru, and teller services. Assists members and potential memberswith financial transactions, account inquiries, account maintenance, and a widevariety of products and services. Identifies member needs and recommendsappropriate financial solutions that may improve the member's financialwell-being. Courteously and promptly resolves member questions and problems or properlyrefers them to the appropriate department. Attendance is an essential functionof performing the duties of this job. MajorDuties and Responsibilities 55% - Provides professional and courteous assistanceto members across telephone, online, video, and in-person service channelswhile accurately processing member financial transactions, including deposits,withdrawals, loan payments, account transfers, money orders, and VISA giftcards. Maintains responsibility for balancing the cash drawer and dailytransaction activity in accordance with established procedures. 25% - Conducts new account functions, includingshare, share draft, IRAs and certificates; explains various account andownership options, providing the necessary counseling to meet member's needsand obtains the required information and documentation. Prepares all documentsand paperwork; assists members with completing forms. Prepares and reviews allnew account documentation for accuracy and compliance, forwarding to auditingin a timely manner. 20% - Identify members’ needs and promote andcross-sell credit union products and services. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Performs other job-relatedduties as assigned. #J-18808-Ljbffr Kaizen Lab Inc.