WEOKIE Federal Credit Union · 1 day ago
Member Advocate II-North (Counselor)
Oklahoma City, OK
Full-time
Onsite
New Grad, Entry Level
0+ years expWEOKIE Federal Credit Union is dedicated to providing extraordinary service to its members. The Member Advocate II role focuses on building member relationships, processing accounts, and recommending products and services to meet financial needs.
BankingFinancial Services
Responsibilities
Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address member service needs
Educate members on ease of use and convenience services, including technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement
Accurately process new accounts for new and existing members and perform maintenance on members’ accounts as requested. (Do it right the first time). Opens and maintains IRA, and trust accounts, commercial accounts on various systems, including data entry, and paperwork processing
Ask open‐ended questions to uncover additional opportunities to save members money and/or time by reviewing accounts and reports as well as making outbound calls to increase member engagement
Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards
Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries
Proactively identify qualified referrals for members that will save members time, money and provide peace of mind
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated
Assist in vault duties
Performs other duties as assigned
Qualification
Required
High School Diploma or GED required
At least 6 months in the retail financial services industry is required
Must be familiar with member experience operations
Must be able to learn and use a variety of software applications such as Microsoft Office and the credit union's core processing systems
The employee is frequently required to walk and sit
The employee is occasionally required to climb, balance, stoop, kneel or crouch
Exceptional service will be provided by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards
Products and services are proactively recommended based on member needs
Operate within the acceptable ranges of balancing and quality work parameters, while maintaining a high level of member service
All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls
Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures
Work according to schedules and department attendance guidelines
Preferred
Strongly Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
Previous supervisory skills are preferred but not required
Company
WEOKIE Federal Credit Union
In 1969, the employees of Western Electric of Oklahoma pooled their resources to form a not-for-profit cooperative and named it WEOKIE (WE = Western Electric, OKIE = Oklahoma).
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Carpenter
Chief Executive Officer
Joseph Jackson
Chief Financial Officer
Company data provided by crunchbase