Branch Member Service Specialist

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OE Federal Credit Union

Posted 3 months ago

Full Time

Sandy, Utah

In Person

Smart Summary

Responsibilities

Develop and maintain member relationships by understanding financial needs and cross-selling appropriate credit union products. Handle member transactions, administer branch cash management, and provide operational support during management absences.

Qualifications

You have a High School Diploma/GED and at least one year of experience in a similar role. You are proficient in Microsoft Office Suite, with Microsoft Excel being a plus. You also possess excellent interpersonal, verbal, and written communication skills.

Must Have Skills for ATS

Microsoft Office

Microsoft Excel

Cash Management

Job Description

Overview

Join the Best “UNION” Credit Union Around! 

 In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on the foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide!

Our People Make the Difference!  Are you looking to take on a dynamic and challenging role?  OE Federal is seeking to hire an Branch Member Service Specialist!

Your Purpose 

You will be responsible for developing, expanding and maintaining the credit union’s relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience; while providing additional support to department staff with more complicated member requests.

What You'll Do

To succeed in this position, you must be able to satisfactorily perform common, uncommon and complex occurrences of each of the following under general supervision from your manager:

  • Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude.
  • Educate and cross-sell members on the credit union’s product and service offerings that can help them meet and exceed their financial needs.
  • Promptly process member transaction requests on all applicable credit union products and services.
  • Administer branch-level cash management procedures.
  • Travel, as needed, to other branch offices to provide coverage for co-worker absences.
  • Open and close the branch office during branch management absences.
  • Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
  • Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
  • Perform other related duties as assigned.

Ideal Candidate Will Possess

  • High School Diploma/ GED required AND a minimum 1 year of work experience in a similar role required.
  • Excellent interpersonal, verbal and written communication skills required.
  • Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus
  • Bilingual in English and Spanish preferred.

Salary Range: $21.61 - $24.35/hour

OE Federal Credit Union offers competitive compensation.  The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer.  The salary outlined is based on working in Sandy, Utah. The salary range will adjust to the applicant's work location. In addition to competitive salaries:

We Offer Superior Benefits

  • We emphasize a work/life balance
  • Premium pay for bilingual skills (English/Spanish)
  • Medical, dental and vision benefits that cover the employee, spouse and dependents
  • Retiree medical benefits
  • A defined benefit Pension Plan with employer contributions of $3.50/hour
  • Life Insurance/AD&D
  • 11 ½ Paid Holidays per year
  • 17 days of Paid Time Off (PTO) to start
  • A 401(k) plan
  • Employee loan discounts
  • Casual dress code

Find Your Team, Find Your Fit!

If you think this job is the right fit for you, fill out our online application. Our application is pretty simple – upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.

OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.

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OE Federal Credit Union

OE Federal Credit Union is the Credit Union for dirty hands, muddy boots, and hard hat hair. We were founded in 1964 by union workers for union workers and their families. We know what you're thinking. You hear the words "Credit Union"​ and think small or limited. But OE Federal is the largest labor based credit union in the country. We serve more than 135 union groups, 32 different trades, and over 82,500 members. Whether you're looking to save, borrow, or move your money around, we can help you take care of that.
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