Bilingual Member Service Specialist - Broken Arrow Branch

* Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a
Difference and model these values in all daily activity.
* 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.
* Meet and/or exceed sales goals as established by the branch management.
* Open new membership accounts and business accounts. Make member directed
modifications to accounts.
* Stay abreast of all products and services features and benefits and the compliance and
regulatory requirements of each so as have informed, professional discussions with
members and potential members.
* Keep up to date on all consumer lending products (including home equity) including
experience with reading, understanding, and interpreting credit reports.
* Process member paying and receiving transactions.
* 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.
* When needed, represent the credit union at community events and be available to local
businesses within the community when asked to do so.
* Present a professional image in dress, speech, behavior, and attitude to create a positive
first impression.
* Complete other projects and/or responsibilities as added at manager's discretion.
* Comply with applicable laws and regulations, including but not limited to: OSHA, the
Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

SKILLS AND COMPETENCIES
* Able to cross-sell members and potential members on credit union products and services
* Excellent communication, customer service, and interpersonal skills
* Professional demeanor
* Strong attention to detail
* Effective follow-up to common inquiries and issues
* Ability to work with mathematical concepts in practical situations
* Intermediate level of data base systems along with WORD products