Member Advocate II-Edmond; Counselor

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Full-time Regular, Edmond, OK, US

5 days ago Requisition

Title:
Member Advocate II

The Member Advocate II delivers extraordinary service while encouraging members and non‑members to choose the Credit Union as their primary financial services provider by proactively building member relationships. The Member Advocate II proactively suggests appropriate products and services to help members better manage their financial needs and provides information about the Credit Union, its mission, and its products and services.

• 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, 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.
• 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 (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 where this position may provide coverage at other Member Relationship Centers.

• High school diploma or GED required.
• At least 6 months in the retail financial services industry is required.
• Strongly encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation.
• Previous supervisory skills are preferred but not 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…