Senior Member Advocate & Financial Counselor

WEOKIE Federal Credit Union; Oklahoma City (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

WEOKIE Federal Credit Union is seeking a Senior Counselor to provide extraordinary member advocacy and service. This role focuses on building member relationships, accurately processing accounts, and identifying opportunities to meet financial needs with Credit Union products.

The Member Advocate III will educate members on services, follow policies, and drive engagement across channels while supporting team objectives and risk controls.

Qualifications

• Requires High School Diploma or GED.
• At least 6 months in retail financial services experience.
• CCUFC certification or ability to earn within 24 months.

Responsibilities

• Interact with members to meet financial needs and promote Credit Union products.
• Process new accounts and perform maintenance (IRA, trust, commercial) across systems.
• Ask open-ended questions to uncover additional opportunities and make outbound calls.

Skills

Member Focus

Dependability

Leadership

Productivity

Education

High School Diploma or GED

Tools

Microsoft Office

Core processing systems

Job description

WEOKIE Federal Credit Union is seeking a Senior Counselor to provide extraordinary member advocacy and service. This role focuses on building member relationships, accurately processing accounts, and identifying opportunities to meet financial needs with Credit Union products.

The Member Advocate III will educate members on services, follow policies, and drive engagement across channels while supporting team objectives and risk controls.