Financial Services Representative

1 month ago


Oklahoma City, Oklahoma, United States Weokie Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Weokie Federal Credit Union. As a key member of our team, you will be responsible for delivering exceptional service to our members while accurately and efficiently processing a variety of cash and inquiry transactions.

Key Responsibilities
  • Provide extraordinary member service by being knowledgeable, engaging with members, and consistently applying defined service standards.
  • Accurately process transactions for members, including cashing checks, receiving deposits and payments, processing withdrawals, and conducting information inquiries.
  • Listen actively to fully understand and answer member questions and concerns, and offer guidance to appropriate products and services.
  • Proactively identify and make qualified referrals for members that will save them time, money, and/or provide peace of mind.
  • Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed.
Requirements
  • High School Diploma or equivalent.
  • Ability to learn and apply a variety of software applications.
  • Accurate keyboarding skills.
  • Prior experience in a retail service environment, including cash handling and member service, is preferred.
Work Environment

The employee is frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.



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