Role Overview

Provide outstanding member service and contribute to overall team effort.
Fully understand and actively assist members in using credit union products and services.
Assist members on the phone, in live chat or by email with general account inquiries and credit union information.
Assist members with account-related requests and research, such as funds transfers, stop payments, inquiries about credit union deposit products and service charges, debit card usage and limits, accounts transactions, funds availability, and check verification requests by third parties.
Troubleshoot member remote access channels and assist members with online banking, bill pay, and mobile deposit.
Research and resolve member problems, acting as the member liaison between other departments when necessary.
Answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies.
Perform member requested research, including printing statements and check copies; send documents to members to obtain signatures via secure email.
Review daily, weekly and monthly reports as assigned; including money on deposit, inactive accounts, zero balance loans, large check deposits and referral reports.
Assist Credit Union Shared Branches with Currency Transaction Reports, submit verifications of insurance, distribute incoming faxes, and review returned mail.
Ensure confidentiality regarding member transactions and information.
Ensure actions are compliant with all credit union policies and procedures.

Requirements

High school diploma or equivalent
Six months of customer service experience
Experience in a call center environment is preferred
Multi-lingual capabilities to include Spanish are a plus

Benefits

Employee medical coverage 90% paid by OKCU
Employee dental, vision and life insurance paid by OKCU
Tuition reimbursement program
401(k) contribution match of up to 3%, plus additional profit-sharing match of 3%
Volunteer opportunities to serve the community
Gym membership reimbursement
Comprehensive training opportunities
And much more

Oklahoma's Credit Union

Open Positions (1)

Other

Member Experience Associate