Member Advocate I
WEOKIE Federal Credit Union • Moore, OK12d
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Member Advocate I (Teller) - Moore Location
WEOKIE Federal Credit Union•Moore, OK
About The Position
The Member Advocate I delivers extraordinary service while accurately and efficiently processing cash and inquiry transactions for members in accordance with applicable policies and procedures. The role proactively recommends appropriate products and services to help members manage their financial needs and provides information about the Credit Union, its mission, products, and services. The position also supports safe and consistent operations by following risk-mitigation activities and operating controls, balancing an assigned cash drawer, preparing official checks and money orders, and completing routine branch duties. Coverage at other Member Relationship Centers may be needed.
Requirements
- High school diploma or equivalent.
- Ability to learn and apply a variety of software applications.
- Accurate keyboarding skills.
- Ability to meet the physical demands described, including standing, handling or feeling objects, reaching, talking, hearing, walking, sitting, and occasionally climbing, balancing, stooping, kneeling, or crouching.
- Ability to frequently lift or move up to 10 pounds and occasionally lift or move up to 50 pounds.
- Demonstrated member focus, dependability, integrity, and ethics, including maintaining confidentiality and meeting attendance and punctuality expectations.
- Ability to maintain composure, manage workload, prioritize tasks, and work attentively and accurately.
Nice To Haves
- Certified Credit Union Financial Counselor (CCUFC) designation; earning or holding this designation is encouraged.
- Prior retail service experience, including cash handling and member service.
Responsibilities
- Provide knowledgeable, engaging service that makes members feel valued and consistently applies defined service standards.
- Accurately process member transactions, including cashing checks, receiving deposits and payments, processing withdrawals, and responding to information inquiries.
- Listen to members’ questions and concerns, guide them toward appropriate products and services, and make qualified referrals based on their needs.
- Build member trust and confidence and identify ways to save members time or money or provide peace of mind.
- Follow applicable policies, procedures, risk-mitigation activities, and operating controls, including security, member identification, and fraud-prevention practices; report gaps to leadership.
- Prepare and verify official checks and money orders.
- Balance the assigned cash drawer during the workday and at its end.
- Perform end-of-day activities, filing, phone answering, supply maintenance, and other miscellaneous duties.
- Work according to schedules and department attendance guidelines, and provide coverage at other Member Relationship Centers when needed.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
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