***A completed application is required for consideration of employment.***
Full-Time Floating Member Specialist
Alianza Branch
Monday - Friday: 7:15 a.m. - 6:15 p.m. **(8-hour shift within timeframe) **
Saturdays: 8:45 a.m. - 1:15 p.m.
**Bilingual: Spanish/English Required
**Travel to Different Locations
**Mileage Reimbursement
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!
Role
Responsible for providing excellent member service experience across multiple service channels, including telephone, digital, lobby, drive-thru, and teller services. Assists members and potential members with financial transactions, account inquiries, account maintenance, and a wide variety of products and services. Identifies member needs and recommends appropriate financial solutions that may improve the member's financial well-being. Courteously and promptly resolves member questions and problems or properly refers them to the appropriate department. Attendance is an essential function of performing the duties of this job.
Major Duties and Responsibilities
55% - Provides professional and courteous assistance to members across telephone, online, video, and in-person service channels while accurately processing member financial transactions, including deposits, withdrawals, loan payments, account transfers, money orders, and VISA gift cards. Maintains responsibility for balancing the cash drawer and daily transaction activity in accordance with established procedures.
25% - 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. Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
20% - Identify members’ needs and promote and cross-sell credit union products and services.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Performs other job-related duties as assigned.