WEOKIE Federal Credit Union
Member Advocate I-North (Teller)
WEOKIE Federal Credit Union, Oklahoma City, Oklahoma, United States, 73116
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Member Advocate I-North (Teller)
role at
WEOKIE Federal Credit Union
The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.
Responsibilities
Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries.
Listen actively to fully understand and answer members' questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate, qualified referrals for members that will save them time, money and/or provide peace of mind. Look for ways to enhance members' relationships by building trust and confidence.
Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps to leadership to mitigate risk.
Prepare and verify official checks and money orders.
Balance assigned cash drawer during and at the end of each workday.
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.
Critical Results
Deliver exceptional service, engage members, and apply service standards.
Recommend products and services based on member needs, asking open‑ended questions to uncover opportunities.
Operate within acceptable balancing and quality ranges while maintaining high service level.
Conduct activities efficiently, error‑free, following policies and compliance controls.
Control and mitigate losses, errors, and risks by adhering to policies. Manager approval required for exceptions.
Work according to schedules and department attendance guidelines; may cover other Member Relationship Centers.
Perform other duties as assigned.
Qualifications
High School Diploma or equivalent.
Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation.
Must be able to learn and apply a variety of software applications.
Must have accurate keyboarding skills.
Prior experience in a retail service environment including cash handling and member service preferred.
Regularly required to stand, handle, reach, talk or hear.
May walk, sit, climb, balance, stoop, kneel or crouch; frequently lift 10 lb and occasionally 50 lb.
Behavioral Competencies
Member Focus – Builds confidence, increases satisfaction, sets expectations, solves problems, meets commitments.
Dependability – Meets commitments, works independently, handles change, stays focused under pressure, attends on time.
Integrity/Ethics – Straightforward, honest, accountable, maintains confidentiality, supports company values.
Job Specific Competencies
Job Knowledge – Understand duties, possess necessary skills, keep knowledge current.
Productivity – Manages workload, prioritizes tasks, develops procedures, time management.
Quality – Attention to detail, commits to excellence, seeks continuous improvement, monitors quality.
Interpersonal Skills – Good listeners, build relationships, flexible, negotiates, handles feedback.
Physical Demands – See detail at close range, lift up to 50 lb.
Work Environment – Moderate noise, not exposed to adverse conditions.
EQUAL EMPLOYMENT OPPORTUNITY / AFFIRMATIVE ACTION EMPLOYER WEOKIE does not and shall not discriminate on the basis of protected status, marital status, political belief, or any other condition protected by applicable federal or state law. Bona fide occupational qualifications will be applied impartially. We are committed to providing an inclusive and welcoming environment for all our members, staff, volunteers, subcontractors, and vendors.
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Member Advocate I-North (Teller)
role at
WEOKIE Federal Credit Union
The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.
Responsibilities
Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries.
Listen actively to fully understand and answer members' questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate, qualified referrals for members that will save them time, money and/or provide peace of mind. Look for ways to enhance members' relationships by building trust and confidence.
Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps to leadership to mitigate risk.
Prepare and verify official checks and money orders.
Balance assigned cash drawer during and at the end of each workday.
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.
Critical Results
Deliver exceptional service, engage members, and apply service standards.
Recommend products and services based on member needs, asking open‑ended questions to uncover opportunities.
Operate within acceptable balancing and quality ranges while maintaining high service level.
Conduct activities efficiently, error‑free, following policies and compliance controls.
Control and mitigate losses, errors, and risks by adhering to policies. Manager approval required for exceptions.
Work according to schedules and department attendance guidelines; may cover other Member Relationship Centers.
Perform other duties as assigned.
Qualifications
High School Diploma or equivalent.
Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation.
Must be able to learn and apply a variety of software applications.
Must have accurate keyboarding skills.
Prior experience in a retail service environment including cash handling and member service preferred.
Regularly required to stand, handle, reach, talk or hear.
May walk, sit, climb, balance, stoop, kneel or crouch; frequently lift 10 lb and occasionally 50 lb.
Behavioral Competencies
Member Focus – Builds confidence, increases satisfaction, sets expectations, solves problems, meets commitments.
Dependability – Meets commitments, works independently, handles change, stays focused under pressure, attends on time.
Integrity/Ethics – Straightforward, honest, accountable, maintains confidentiality, supports company values.
Job Specific Competencies
Job Knowledge – Understand duties, possess necessary skills, keep knowledge current.
Productivity – Manages workload, prioritizes tasks, develops procedures, time management.
Quality – Attention to detail, commits to excellence, seeks continuous improvement, monitors quality.
Interpersonal Skills – Good listeners, build relationships, flexible, negotiates, handles feedback.
Physical Demands – See detail at close range, lift up to 50 lb.
Work Environment – Moderate noise, not exposed to adverse conditions.
EQUAL EMPLOYMENT OPPORTUNITY / AFFIRMATIVE ACTION EMPLOYER WEOKIE does not and shall not discriminate on the basis of protected status, marital status, political belief, or any other condition protected by applicable federal or state law. Bona fide occupational qualifications will be applied impartially. We are committed to providing an inclusive and welcoming environment for all our members, staff, volunteers, subcontractors, and vendors.
#J-18808-Ljbffr