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Client Services Associate at Sheridan

2 months ago

Tulsa, Oklahoma, United States Communication Federal Credit Union Full time
Position Overview

As a Member Services Associate, you will play a vital role in ensuring outstanding member satisfaction by delivering prompt, efficient, and courteous service. Your responsibilities will include accurately processing teller transactions and promoting credit union products and services that align with the financial goals of our members.

Key Attributes:

  • A compassionate individual with a strong commitment to assisting others.
  • A team player with exceptional interpersonal and communication abilities.
  • Detail-oriented, capable of processing transactions and requests with precision.
  • Skilled in managing multiple tasks in a dynamic environment.
  • Proactive in completing assignments and seizing new opportunities.
  • Trustworthy in handling sensitive information.

Responsibilities:

  • Efficiently process teller transactions, including deposits, withdrawals, and loan payments.
  • Act as the primary contact for members, fostering strong relationships.
  • Promote and cross-sell credit union products and services effectively.
  • Meet individual and branch objectives related to member satisfaction, transaction accuracy, and product promotions.
  • Comply with all organizational policies and procedures.
  • Perform additional job-related tasks as required.
  • Work Schedule: Monday to Friday with rotating Saturdays.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of one year of experience in a financial institution or retail customer service environment.
  • Prior experience with cash handling is preferred.

Benefits Offered:

  • Competitive salary with opportunities for advancement.
  • Quarterly performance incentives.
  • 11 paid holidays annually.
  • Paid time off starting at 16 days per year for full-time employees.
  • 200% 401(k) match up to 5%.
  • Comprehensive medical, dental, and vision insurance.
  • Employer-paid basic life and AD&D insurance.
  • Employer-paid long-term disability insurance.
  • Flexible spending accounts.
  • Educational assistance programs.

At Communication Federal Credit Union, we have proudly served our members for over 80 years, and we are dedicated to our local communities through financial education and support for local initiatives. We believe in the credit union philosophy of "People Helping People" and empower our employees to fulfill this mission. Working at CFCU means collaborating with a diverse team of financial professionals to create exceptional member experiences. Our culture promotes trust, teamwork, and open communication, allowing each employee to make a significant impact within our organization and the communities we serve.