(FT) Lobby Financial Consultant (Personal Banker) - Bilingual Preferred**

Company: ALLEGIANCE CREDIT UNION
Location: Oklahoma City
Posted on: June 3, 2025

Job Description:

***A completed application is required for consideration of employment.***Lobby Financial Consultant-- Full Time Bilingual Preferred: English/Spanish $100.00 Monthly Bilingual Bonus--Role:To
develop and maintain relationships with members and potential members by
determining their needs, maximizing opportunities, processing financial
transactions, resolving problems, answering questions. To identify and suggest
financial services that would improve our members' lives. Attendance is an
essential function of performing the duties of this job.--Essential
Functions & Responsibilities:50% - 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.20% - Prepares and reviews all
new account documentation for accuracy and compliance, forwarding to auditing
in a timely manner.15% - Listens to members and
refers credit union products that would be beneficial to their needs. Works
closely with lending department to provide potential referrals.10% - Assists and provides
back-up within the department and other areas as needed, including logging into
phone queue, answering web chat, and video banking.





























5% - Performs other related
duties as assigned.PIc651251cec82-25660-37783238

Keywords: ALLEGIANCE CREDIT UNION, Stillwater , (FT) Lobby Financial Consultant (Personal Banker) - Bilingual Preferred**, Other , Oklahoma City, Oklahoma