Member Advocate II-Edmond (Counselor)

About the role

The Member Advocate II delivers extraordinary service while encouraging members and non-members to choose the Credit Union as their primary financial services provider by proactively building member relationships. The role involves consulting with members to help meet their financial needs, educating them on easy-to-use and convenient services, and accurately processing transactions.

Responsibilities

• Proactively suggest appropriate products and services to help members better manage their financial needs.
• Consultatively interact with members to help meet their spoken and unspoken financial needs.
• Accurately process new accounts for new and existing members and perform maintenance on members' accounts as requested.
• Open and maintain IRA, trust, and commercial accounts on various systems, including data entry and paperwork processing.
• Ask open-ended questions to uncover additional opportunities to save members money and/or time by reviewing accounts and reports as well as making outbound calls to increase member engagement.
• 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.
• Proactively identify qualified referrals for members that will save members time, money, and provide peace of mind.
• Affirmatively identify and mitigate risks by ensuring proper policies, procedures, risk mitigation activities, and operating controls are followed.
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