Member Experience Advocate II

WEOKIE Federal Credit Union; Oklahoma City (OK); On-site; USD 40,000 - 60,000; Full time

Job summary

WEOKIE Federal Credit Union in Oklahoma City seeks a Member Advocate II to deliver extraordinary service, proactively engaging members and guiding them to solutions that meet their financial needs and enhance membership, with emphasis on trust and community focus.

You will process new accounts, open IRAs, identify referrals, and work with various systems to protect members while educating them about products and services.

Qualifications

• Interact with members to meet financial needs and explain Credit Union products.
• Process new accounts and maintain member accounts; open IRA/trust accounts.
• Ask open-ended questions to uncover opportunities to save time and money.
• Provide extraordinary member service and ensure policy compliance.
• Identify qualified referrals to save members time and money.
• Follow policies, procedures, and risk controls; report gaps.

Responsibilities

• Consultatively interact with members to help meet their financial needs and proactively recommend products and services.
• Accurately process new accounts and perform maintenance on member accounts; open IRAs and trust accounts as needed.
• Ask open-ended questions to uncover additional opportunities and increase member engagement.
• Deliver exceptional service by being knowledgeable and engaging; adhere to service standards and security controls.
• Proactively identify qualified referrals that save members time and money.

Skills

Customer service

Relationship building

Outbound referrals

Communication skills

Dependability

Education

High School Diploma or GED

CCUFC certification (preferred)

Tools

Microsoft Office

Credit union core processing systems

Job description

WEOKIE Federal Credit Union in Oklahoma City seeks a Member Advocate II to deliver extraordinary service, proactively engaging members and guiding them to solutions that meet their financial needs and enhance membership, with emphasis on trust and community focus.

You will process new accounts, open IRAs, identify referrals, and work with various systems to protect members while educating them about products and services.