Member Advocate II (Counselor)

Job overview

The Member Advocate II (Counselor) role is onsite in Oklahoma City, OK. Compensation is not specified. WEOKIE Federal Credit Union’s Member Relationship Centers serve members with financial products, services, and account support. The role builds member relationships and helps members address financial needs through consultative service, account opening and maintenance, transactions, referrals, and education about credit union services. It also supports accurate operations by following procedures, risk controls, and compliance requirements.

What you'll do

• Consult with members about financial needs and recommend appropriate products and services
• process and maintain accounts, including IRA, trust, and commercial accounts
• conduct transactions and account inquiries
• make outbound calls to increase engagement
• identify qualified referrals
• follow policies, procedures, risk mitigation, and operating controls
• assist with vault duties
• provide coverage at other Member Relationship Centers as needed.

What we're looking for

Skills & competencies

member advocate ii

counselor

oklahoma city ok

weokie federal credit union

member service

credit union

account opening

account maintenance

financial products

member relationships

transactions

retail financial services

Work arrangement

• Weekend coverage required

Why this role

A high school diploma or GED and at least six months of retail financial services experience are required; the Certified Credit Union Financial Counselor designation is encouraged.

About the employer

WEOKIE Federal Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.