Member Advocate I-Moore (Teller)

Weokie Federal Credit Union•Moore, OK

76d

About The Position

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. 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. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e. security, member identification, fraud prevention, etc.). Reports gaps in policies, procedures and operating controls to leadership to ensure member impact and risk is mitigated. Prepares and verifies official checks and money orders. Balance assigned cash drawer during and at the end of each work day. Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.

Requirements

Must have a High School Diploma or equivalent
Must be able to learn and apply a variety of software applications.
Must have accurate keyboarding skills.
While performing the duties of this Job, the Member Advocate I is regularly required to stand; use hands to handle, or feel; reach with hands and arms and talk or hear.
The employee is frequently required to walk and sit. The employee is occasionally required to climb, balance and stoop, kneel, or crouch.
Employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.
Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements.
Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.
Understands duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues.
Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow.
Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.
Has good listening skills, builds strong relationships, is flexible/open- minded, negotiates effectively, solicits performance feedback and handles constructive criticism.
The employee is required to see details at a close range.
The employee may be required to occasionally lift and/or move up to 50 pounds.

Nice To Haves

Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
Prior experience in a retail service environment to include cash handling and member service preferred.

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.
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e. security, member identification, fraud prevention, etc.). Reports gaps in policies, procedures and operating controls to leadership to ensure member impact and risk is mitigated.
Prepares and verifies official checks and money orders.
Balance assigned cash drawer during and at the end of each work day.
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.

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