Member Experience Advocate II

WEOKIE Federal Credit Union; Moore (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

WEOKIE Federal Credit Union in Moore, OK is seeking a Member Advocate II to deliver extraordinary service and proactively assist members with financial needs. The role emphasizes building member relationships, guiding product selections, and accurately processing new accounts and maintenance tasks across systems.

The position requires a high school diploma or GED, at least six months in retail financial services, and a willingness to learn core processing systems while delivering friendly,

Qualifications

• High School Diploma or GED required.
• At least 6 months in the retail financial services industry.
• CCUFC designation encouraged; supervisory skills preferred.

Responsibilities

• Interact consultatively with members to meet financial needs and promote products.
• Process new accounts and maintain accounts; open IRA and trust accounts.
• Identify referrals to save members time and money and increase engagement.
• Ensure policies, procedures, risk mitigation and controls are followed; assist vault duties.

Skills

Member service

Communication

Microsoft Office knowledge

Adaptability

Education

High School Diploma or GED

Tools

Core processing systems

CRM software

MS Office

Job description

WEOKIE Federal Credit Union in Moore, OK is seeking a Member Advocate II to deliver extraordinary service and proactively assist members with financial needs. The role emphasizes building member relationships, guiding product selections, and accurately processing new accounts and maintenance tasks across systems.

The position requires a high school diploma or GED, at least six months in retail financial services, and a willingness to learn core processing systems while delivering friendly,