Member Advocate Job Moore area,Oklahoma USA,Customer Service/HelpDesk

Position: Member Advocate I

The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and 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.

Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed (i.e. security, member identification, fraud prevention, etc.). Report gaps in policies, procedures and operating controls to leadership to ensure member impact and risk is mitigated.

Prepare and verify 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.

Deliver exceptional service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.

Proactively recommend products and services based on member needs. Ask open-ended questions to uncover additional opportunities to save members money and/or time.

Operate within acceptable ranges of balancing and quality work parameters while maintaining a high level of member service.

Ensure all activities are efficiently conducted, generally error free, and completed following the appropriate policies, procedures, operational controls, and compliance controls (i.e. security, member identification and fraud prevention).

Control and mitigate losses, errors, and risks by adhering to all applicable policies and procedures. Manager approval required for any exceptions.

Work according to schedules and department attendance guidelines. This position may provide coverage at other Member Relationship Centers.

Perform other duties as assigned.

Qualifications Specialized or Technical Knowledge and Skills

Must have a High School Diploma or equivalent.

Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation.

Must be able to learn and apply a variety of software applications.

Must have accurate keyboarding skills.

Prior experience in a retail service environment to include cash handling and member service preferred.

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.

Behavioral Competencies

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,…


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