Job Information
WEOKIE Federal Credit Union Counselor in Midwest City, Oklahoma
This job was posted by https://okjobmatch.com : For more information, please see: https://okjobmatch.com/jobs/3064337
BASIC FUNCTION
The Branch Representative 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 to help meet their financial needs.
1) Consultatively interact with Members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address Members service needs. Educate Members on ease of use and convenience services, including technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement.
2) Accurately process new accounts for new and existing Members and perform maintenance on Members accounts as requested. (Do it right the first time). Opens and maintains IRA, and trust accounts, Business accounts on various systems, including data entry, and paperwork processing.
3) Ask openended questions to uncover additional opportunities to save Members money and/or time.
4) Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
5) Proactively identify qualified referrals for Members that will save Members time, money and provide peace of mind.
6) Assist Members with questions regarding WFCU products and services as well as resolve Members complaints.
7) Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.
8) Other duties as assigned.
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CRITICAL RESULTS
1) Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards. Success defined by current service benchmark (such as Member Satisfaction Surveys, Basic Courtesies and observation).
2) Assigned expectations and objectives, as identified in the Success Plans, are met and/or exceeded.
3) Management and Partners are assisted as needed, contributing to a team atmosphere.
4) All WFCU policies and procedures are followed and guidelines are consistently applied and maintained. Operate within the acceptable ranges of the Balancing and Quality of Work Parameters.
5) All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. (i.e. security, member identification and fraud prevention).
6) Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. Manager approval required for any exceptions.
7) Work according to schedules and department attendance guidelines. Need may arise whereby this position may provide coverage at another member Branch.
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QUALIFICATIONS
A. Specialized or Technical Knowledge and Skills:
1) Must have a high school diploma or equivalent.
2) Some postsecondary education is preferred.
3) Must be able to learn and apply a variety of software applications.
4) Prior experience in a financial environment with management knowledge is preferred.
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1) Core Competencies: Core competencies are consistent for all positions a\ \
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\ \ WEOKIE Federal Credit Union is an Equal Opportunity Employer and does not discriminate against any applicants for employment based on their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by law.