Member Advocate II (Counselor)

Job overview

The Member Advocate II (Counselor) role is onsite in Oklahoma City, OK. Compensation is not specified. The position supports WEOKIE Federal Credit Union’s member relationship and financial services operations.

What you'll do

• Build member relationships and provide service
• recommend products and services based on member needs
• educate members about credit union services and technology
• open and maintain new and existing accounts, including IRA, trust, and commercial accounts
• process deposits, payments, withdrawals, check cashing, and inquiries
• identify referrals
• follow policies, procedures, risk controls, and compliance requirements
• assist with vault duties
• and provide coverage at other Member Relationship Centers when needed.

What we're looking for

Skills & competencies

member advocate ii

counselor

full-time

oklahoma city ok

weokie federal credit union

member service

financial services

account opening

account maintenance

cash transactions

member relationships

ccufc encouraged

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. Earning or holding the Certified Credit Union Financial Counselor designation is strongly encouraged; supervisory skills are preferred but not required.

About the employer

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