Member CARE Rep III

Tulsa Federal Credit Union

PRIMARY RESPONSIBILITIES

Open new membership accounts. Make member directed modifications to accounts.
Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
Process signature, vehicle, and credit card loan applications via online avenue or over the phone
Address questions related to IRAs, Certificates and Trust Funds
Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports.
Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
Demonstrate progressive job knowledge with the ability to successfully mentor peers.
Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner.
Handle escalated calls and follow-ups as required.
Achieve and maintain all required performance goals and quality measurements.
Must comply with 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 duties as assigned.
Answer phone calls in a timely and professional manner.
Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.

Equal Opportunity Employer
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Vacancy posted 1 day ago

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