Member Advocate II Job Oklahoma City area,Oklahoma USA,Customer Service/HelpDesk

Title: Member Advocate II

Salary Grade: Non Exempt

Reports to: Member Relationship Manager

Department: Member Relationship Center

# Supervised Staff: 0

Mobile Device Eligible: No

Laptop Eligible: No

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 provide information about the Credit Union, its mission, and its products and services.

Responsibilities

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.

Critical Results

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.
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 departmental attendance guidelines. Need may arise to provide coverage at other Member Relationship Centers.

Specialized or Technical Knowledge and Skills

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

Core Competencies:

Member Focus, Dependability, Integrity/Ethics.
Job Specific

Competencies:

Job Knowledge, Productivity, Quality, Interpersonal Skills.

Physical Demands

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. While performing the duties of this job, the employee is required to see details at a close range. The employee may be required to occasionally lift and/or move up to 50 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY / AFFIRMATIVE ACTION EMPLOYER

WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. These…


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