Member Specialist (Universal Teller) - Bilingual Required

Full-Time Floating Member Specialist at Alianza Branch. Schedule: 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 with 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 community organizing, we gained insights into pressing issues and designed Alianza por Allegiance Credit Union—a branch conceived by and for the Hispanic community. Alianza provides culturally resonant financial services focused on building family wealth, fueling business growth, and nurturing financially empowered leaders. It’s a community-driven initiative, and we invite you to join us in continuing to build our future together.

About the role

Responsible for providing excellent member service across multiple channels, including telephone, digital, lobby, drive-thru, and teller services. Assists members and potential members with financial transactions, account inquiries, maintenance, and a variety of products and services. Identifies member needs and recommends financial solutions to improve their well-being. Resolves member questions and problems courteously and promptly or refers them to the appropriate department. Attendance is an essential function of this role.

Responsibilities

• 55% - Provides professional and courteous assistance to members via telephone, online, video, and in-person channels while accurately processing financial transactions, including deposits, withdrawals, loan payments, account transfers, money orders, and VISA gift cards. Balances the cash drawer and daily transaction activity according to established procedures.
• 25% - Conducts new account functions, including share, share draft, IRAs, and certificates. Explains account and ownership options, provides counseling to meet member needs, and obtains required information and documentation. Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
• 20% - Identifies members’ needs and promotes and cross-sells credit union products and services. Complies with all company policies, procedures, and applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Performs other job-related duties as assigned.

Schedule

• Monday - Friday: 7:15 a.m. - 6:15 p.m. (8-hour shift within this timeframe)
• Saturdays: 8:45 a.m. - 1:15 p.m.