Member Advocate II: Financial Wellness Counselor

Weokie; Oklahoma City (OK); On-site; USD 33,000 - 45,000; Full time

Job summary

Weokie in Oklahoma City, OK is seeking a Member Advocate II to deliver exceptional member service and proactively identify opportunities to help members manage their financial needs. The role involves handling new accounts, advising on Credit Union products, and maintaining high standards of accuracy and compliance.

You will engage with members to understand needs, educate on services, and drive engagement across channels while supporting team goals and ensuring secure operations.

Qualifications

• High School Diploma or GED required.
• At least 6 months in the retail financial services industry is required.
• Strongly encouraged to earn or hold CCUFC designation.
• Previous supervisory skills are preferred but not required.

Responsibilities

• Consultatively interact with members to meet financial needs and recommend products.
• Accurately process new accounts and maintain existing accounts, including IRA and trust accounts.
• Ask open-ended questions to uncover opportunities and increase member engagement.
• Provide extraordinary member service and ensure policies and service standards are followed.
• Identify qualified referrals to save members time and money.

Skills

Customer service

Microsoft Office

Relationship building

Education

High School Diploma or GED

Tools

Core processing systems

Job description

Weokie in Oklahoma City, OK is seeking a Member Advocate II to deliver exceptional member service and proactively identify opportunities to help members manage their financial needs. The role involves handling new accounts, advising on Credit Union products, and maintaining high standards of accuracy and compliance.

You will engage with members to understand needs, educate on services, and drive engagement across channels while supporting team goals and ensuring secure operations.