Member Advocate ; Teller; Moore

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Full-time Regular Moore, Moore, OK, US

5 days ago Requisition

The Member Advocate Iwilldeliverextraordinaryservicewhileaccuratelyandefficientlyprocessingavarietyof cash and inquiry transactions for members while adhering to applicable policies and procedures.

The Member Advocate I willproactivelysuggestappropriateproductsandservicestohelpmembers better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.

• Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.
  
  Accuratelyprocesstransactionsformembers,includingbutnotlimitedto, cashing checks,receivingdepositsandpayments,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,qualifiedreferralsformembersthatwillsavethemtime,moneyand/or providepeaceofmind.
  
  Lookforwaystoenhancemembers’relationshipsbybuilding

trustandconfidence.

• Ensuresproperpolicies,procedures,riskmitigationactivities,andoperatingcontrols 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.
• Preparesandverifiesofficialchecksandmoneyorders.
• Balanceassignedcashdrawerduringandattheendofeachworkday.
• Performmiscellaneousdutiessuchasendofdayactivities,filing,answering phones, maintaining supplies, etc.
• Exceptional service will be provided bybeingknowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.
• Productsandservicesareproactivelyrecommended based on member needs. Asks open‐ended questions to uncover additional opportunities to save members money and/or time.
• Operatewithintheacceptablerangesofbalancingandqualityworkparameters,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,andcompliancecontrols.(i.e.security, member identification and fraud prevention).
• Losses,errors,andrisksarecontrolledandmitigatedbyadheringto all applicable policies and procedures. Manager approval required for any exceptions.
• Workaccordingtoschedulesanddepartmentattendanceguidelines.
  
  Needmayarisewhereby this position may provide coverage at other Member Relationship Centers.
• Performotherdutiesasassigned.

• Musthavea High School Diplomaorequivalent
• Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
• Mustbeabletolearnandapplyavarietyofsoftwareapplications.
• Musthaveaccuratekeyboardingskills.
• Priorexperienceinaretailserviceenvironmenttoincludecashhandlingandmemberservice preferred.
• Whileperformingthedutiesofthis Job,the Member Advocate Iisregularlyrequiredtostand;usehands to handle, or feel; reach with hands and arms and talk or hear.
• Theemployeeisfrequentlyrequiredtowalkandsit.
  
  Theemployeeisoccasionallyrequiredto climb, balance and stoop, kneel, or crouch.
• Employeemustfrequentlyliftand/ormoveupto
  10poundsandoccasionally liftand/ormove up to 50 pounds.
• Behavioral Competencies
  :
  
  Behavioralcompetenciesaretheskillsandpersonalcharacteristicsthat an individual should possess in order to be successful in this position.
• Core Competencies
  :
  
  Corecompetenciesareconsistentforallpositions…