Member Advocate I (Teller) - Midwest City Location

About the role

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.

Responsibilities

• 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.

Requirements

• High School Diploma or equivalent
• Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
• Able to learn and apply a variety of software applications
• Accurate keyboarding skills
• Prior experience in a retail service environment to include cash handling and member service preferred

Qualifications

• Must have a High School Diploma or equivalent
• Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation
• Able to learn and apply a variety of software applications
• Accurate keyboarding skills
• Prior experience in a retail service environment to include cash handling and member service preferred

Skills

• Knowledgeable in applicable policies and procedures
• Ability to learn and apply a variety of software applications
• Accurate keyboarding skills
• Experience in a retail service environment to include cash handling and member service

Benefits

Not specified

Pay

Not specified

Schedule

Not specified