Member CARE Rep III
On-siteTulsa, Oklahoma, United States
Job Summary
Open new membership accounts and make member-directed modifications while analyzing financial needs to provide consultative solutions and sales referrals. Process loan applications via online or phone channels, address inquiries about IRAs and trust funds, and proactively make outbound calls to deepen member relationships. Handle escalated calls, resolve account activity issues, process transfers and wire transactions, and check peer work for accuracy. Mentor peers and demonstrate progressive job knowledge in consumer lending products. Comply with applicable laws and regulations including the Bank Secrecy Act and Patriot Act. Achieve performance goals and quality measurements.
Required Qualifications
- experience with reading, understanding, and interpreting credit reports
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Desired Qualifications
- ability to successfully mentor peers
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