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Bilingual Member Service Specialist - Broken Arrow Branch

Job in Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listing for: Westreet
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
    Bilingual
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Job Category: Branch

Requisition Number: BILIN
001954

  • Posted:
    February 19, 2026
  • Full-Time
  • On-site
Locations

Showing 1 location

Description
  • Embod[e] the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
  • Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
  • Meet and/or exceed sales goals as established by the branch management.
  • Open new membership accounts and business accounts. Make member directed modifications to accounts.
  • Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
  • Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
  • Process member paying and receiving transactions.
  • Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
  • When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
  • Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
  • Complete other projects and/or responsibilities as added at manager's discretion.
  • Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Skills and Competencies
  • Able to cross-sell members and potential members on credit union products and services
  • Excellent communication, customer service, and interpersonal skills
  • Professional demeanor
  • Strong attention to detail
  • Effective follow-up to common inquiries and issues
  • Ability to work with mathematical concepts in practical situations
  • Intermediate level of data base systems along with WORD products
Qualifications
  • Preferred:
    High School or better.
Behaviors
  • Enthusiastic:
    Shows intense and eager enjoyment and interest
  • Team Player:
    Works well as a member of a group
  • Detail Oriented:
    Capable of carrying out a given task with all details necessary to get the task done well
Experience
  • 2 years:
    Previous teller and member service specialist and/or personal banker experience
  • 2 years:
    Retail sales and/or customer service experience

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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