Member Specialist

2 weeks ago


Oklahoma City, Oklahoma, United States Allegiance Credit Union Full time
  • A completed application is required for consideration of employment.***

About Alianza:
In 2021, Allegiance Credit Union initiated a partnership with Scissortail Community Development Corporation to explore the challenges and aspirations of Oklahoma City's Hispanic population. Through a process of community organizing, we gained valuable insights into the pressing issues facing the community.

Conceived and designed by members of our Hispanic community, Alianza por Allegiance Credit Union is dedicated to providing financial services that resonate with the culture and needs of Latinos in Oklahoma. Focused on building family wealth, fueling business growth, and nurturing the next generation of financially empowered leaders, Alianza supports and serves intentionally, hand in hand with our community. Alianza isn't just another branch – it's a community-driven initiative. We're proud of the progress made over the past few years and invite you to join us in continuing to build our future together

Full-Time Member Specialist
Monday - Friday: 7:15 a.m. - 6:15 p.m. **(8-hour shift within time-frame)**
Saturdays: 8:45 a.m. - 1:15 p.m.
Bilingual: Spanish/English - Required**
$100.00 Monthly Bilingual Bonus
Role:
To assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
60%
- Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and VISA gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.

20%
- Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.

10%
- Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner. Balances cash dispense machines and vault.

5%
- Educate members on ACU products and services and cross-sells credit union services. Process domestic and international wires.

5%
- Other duties as assigned.



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