WEOKIE Federal Credit Union · 2 days ago
Member Advocate I -- El Reno Location
El Reno, OK
Full-time
Onsite
New Grad, Entry LevelWEOKIE Federal Credit Union is dedicated to providing exceptional service to its members. The Member Advocate I role involves processing various transactions, suggesting products and services to meet members' financial needs, and ensuring compliance with policies and procedures.
BankingFinancial Services
Responsibilities
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
Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services
Proactively identify and make appropriate, qualified referrals for members that will save them time, money and/or provide peace of mind
Look for ways to enhance members’ relationships by building trust and confidence
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e. security, member identification, fraud prevention, etc.)
Reports gaps in policies, procedures and operating controls to leadership to ensure member impact and risk is mitigated
Prepares and verifies official checks and money orders
Balance assigned cash drawer during and at the end of each work day
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc
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
Asks open‐ended questions to uncover additional opportunities to save members money and/or time
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. (i.e. security, member identification and fraud prevention)
Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures
Manager approval required for any exceptions
Work according to schedules and department attendance guidelines
Need may arise whereby this position may provide coverage at other Member Relationship Centers
Perform other duties as assigned
Qualification
Required
Must have a High School Diploma or equivalent
Must be able to learn and apply a variety of software applications
Must have accurate keyboarding skills
Exceptional service will be provided 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
Listen actively to fully understand and answer members' questions/concerns, and offer guidance to appropriate products and services
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed
Balance assigned cash drawer during and at the end of each work day
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
Perform other duties as assigned
While performing the duties of this Job, the Member Advocate I is regularly required to stand; use hands to handle, or feel; reach with hands and arms and talk or hear
The employee is frequently required to walk and sit
The employee is occasionally required to climb, balance and stoop, kneel, or crouch
Employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds
Preferred
Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
Prior experience in a retail service environment to include cash handling and member service preferred
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).
Founded in 1969
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Carpenter
Chief Executive Officer
Joseph Jackson
Chief Financial Officer
Company data provided by crunchbase