Financial Services Representative
3 weeks ago
Alianza is a community-driven initiative by Allegiance Credit Union, dedicated to providing financial services that resonate with the culture and needs of Latinos in Oklahoma. Our mission is to build family wealth, fuel business growth, and nurture the next generation of financially empowered leaders.
Job SummaryWe are seeking a highly skilled Member Specialist to join our team. As a Member Specialist, you will be responsible for assisting members with their financial transactions and account-related inquiries. This is a full-time position that requires excellent communication skills, attention to detail, and a passion for delivering exceptional customer service.
Key Responsibilities- Process member financial transactions, including deposits, withdrawals, and loan payments.
- Conduct new account functions, including share, share draft, IRAs, and certificates.
- Prepare and review all new account documentation for accuracy and compliance.
- Educate members on ACU products and services and cross-sell credit union services.
- Process domestic and international wires.
To be successful in this role, you will need:
- Bilingual: Spanish/English
- $100.00 Monthly Bilingual Bonus
- Excellent communication and customer service skills
- Ability to work in a fast-paced environment
- Attention to detail and accuracy
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