Member Advocate I

WEOKIE Federal Credit Union; Moore (OK); Presencial; USD 28.000 - 34.000; Tempo integral

Resumo da vaga

WEOKIE Federal Credit Union is seeking a Member Advocate to deliver extraordinary service while efficiently processing cash and member inquiries. You will help members manage their finances, provide information about the Credit Union, and proactively refer suitable products and services.

You will follow all policies and procedures, balance cash drawers, and support team goals with a focus on accuracy and member satisfaction. Training and growth opportunities are available.

Qualificações

• Requires a High School Diploma or equivalent.
• CCUFC designation is encouraged.
• Ability to learn and apply various software applications.
• Accurate keyboarding skills.
• Prior experience in a retail service environment including cash handling is preferred.

Responsabilidades

• Provide extraordinary member service by being knowledgeable and engaging with members while accurately processing transactions such as cashing checks, deposits, payments, and withdrawals.
• Listen actively to understand questions and offer guidance to appropriate products and services; refer members to savings options that save time and money.
• Follow policies, procedures, and controls; report gaps to leadership to mitigate risk to members and the organization.
• Balance cash drawers at shift end and prepare official checks/money orders when needed.
• Perform miscellaneous duties and assist with coverage at other locations as required.

Conhecimentos

Customer service

Cash handling

Communication

Multitasking

Formação

High School Diploma or equivalent

Ferramentas

Software applications

Descrição da vaga

The Member Advocate Iwilldeliverextraordinaryservicewhileaccuratelyandefficientlyprocessingavarietyof cash and inquiry transactions for members while adhering to applicable policies and procedures.TheMember Advocate I willproactivelysuggestappropriateproductsandservicestohelpmembers better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.

1. Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.Accuratelyprocesstransactionsformembers,includingbutnotlimitedto, cashingchecks,receivingdepositsandpayments,processingwithdrawals,conducting information inquiries.

1. 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.

1. 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.

1. Preparesandverifiesofficialchecksandmoneyorders.

1. Balanceassignedcashdrawerduringandattheendofeachworkday.

1. Performmiscellaneousdutiessuchasendofdayactivities,filing,answeringphones, maintaining supplies, etc.

1. Exceptional service will be provided bybeingknowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.

1. Productsandservicesareproactivelyrecommended based on member needs. Asks openended questions to uncover additional opportunities to save members money and/or time.

1. Operatewithintheacceptablerangesofbalancingandqualityworkparameters,while maintaining a high level of member service.

1. All activities are efficiently conducted, generally error free, and are completed following the appropriatepolicies,procedures,operationalcontrols,andcompliancecontrols.(i.e.security, member identification and fraud prevention).

1. Losses,errors,andrisksarecontrolledandmitigatedbyadheringto allapplicable policies and procedures. Manager approval required for any exceptions.

1. Workaccordingtoschedulesanddepartmentattendanceguidelines.Needmayarisewhereby this position may provide coverage at other Member Relationship Centers.

1. Performotherdutiesasassigned.

SpecializedorTechnicalKnowledgeandSkills:

1. MusthaveaHighSchoolDiplomaorequivalent

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

1. Mustbeabletolearnandapplyavarietyofsoftwareapplications.

1. Musthaveaccuratekeyboardingskills.

1. Priorexperienceinaretailserviceenvironmenttoincludecashhandlingandmemberservice preferred.

1. WhileperformingthedutiesofthisJob,theMember Advocate Iisregularlyrequiredtostand;usehands to handle, or feel; reach with hands and arms and talk or hear.

1. Theemployeeisfrequentlyrequiredtowalkandsit.Theemployeeisoccasionallyrequiredto climb, balance and stoop, kneel, or crouch.

1. Employeemustfrequentlyliftand/ormoveupto10poundsandoccasionally liftand/ormove up to 50 pounds.

Behavioral Competencies

Behavioralcompetenciesaretheskillsandpersonalcharacteristicsthat an individual should possess in order to be successful in this position.

Core Competencies

Corecompetenciesareconsistentforallpositionsacrosstheorganization and are aligned with WFCU’s core values.

1. 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.

1. Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements.

1. Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.

Job Specific Competencies

Thepositionrequiresawellroundedandlevelheadedindividual who is able to maintain composure in a variety of situations. The following stand out among along list of behavioral competencies for this position:

1. Job Knowledge: Understand duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues.