WEOKIE Federal Credit Union · 5 days ago
Member Advocate I
Oklahoma City, OK
Full-time
Onsite
New Grad, Entry LevelWEOKIE Federal Credit Union is dedicated to delivering exceptional service to its members. The Member Advocate I will be responsible for processing transactions, providing information about products and services, and ensuring compliance with policies and procedures while enhancing member relationships.
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
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
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 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
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 worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate
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