WEOKIE Federal Credit Union · 1 day ago
Member Advocate II-Yukon (Counselor)
Yukon, OK
Full-time
Onsite
New Grad, Entry Level
0+ years expWEOKIE Federal Credit Union is dedicated to providing exceptional financial services, and they are seeking a Member Advocate II to enhance member relationships. This role involves proactively recommending products, processing accounts, and ensuring a high level of member service while adhering to policies and procedures.
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
Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful in this position
Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU's core values
Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds to internal members
Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements
Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad
Job Specific Competencies: The position requires a well‐rounded and level‐headed individual who is able to maintain composure in a variety of situations
Job Knowledge: Understand duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues
Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow
Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems
Interpersonal Skills: Has good listening skills, builds strong relationships, is flexible/open-minded, negotiates effectively, solicits performance feedback and handles constructive criticism
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to see details at a close range. The employee may be required to occasionally lift and/or move up to 50 pounds
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate
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