Member Advocate II-Piedmont (Counselor)

Job Description

Job Description

Title: Member Advocate II

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 Member Advocate II proactively suggests 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.

1. Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address member 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.

1. 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, commercial accounts on various systems, including data entry, and paperwork processing.

1. 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.

1. 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.

1. Proactively identify qualified referrals for members that will save members time, money and provide peace of mind.

1. 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.

1. Assist in vault duties.

1. Performs other duties as assigned.

1. Exceptional service will be provided by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards.

1. Products and services are proactively recommended based on member needs.

1. Operate within the acceptable ranges of balancing and quality work parameters, while maintaining a high level of member service.

1. 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).

1. Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. Manager approval required for any exceptions.

1. Work according to schedules and department attendance guidelines. Need may arise whereby this position may provide coverage at other Member Relationship Centers.

1. Specialized or Technical Knowledge and Skills:

1. High School Diploma or GED required.

1. At least 6 months in the retail financial services industry is required.

1. Strongly Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation.

1. Previous supervisory skills are preferred but not required.

1. Must be familiar with member experience operations.

1. Must be able to learn and use a variety of software applications such as Microsoft Office and the credit union’s core processing systems.

1. The employee is frequently required to walk and sit. The employee is occasionally required to climb, balance, stoop, kneel or crouch.

1. Behavioral Competencies : Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful in this position.

1. Core Competencies : Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values.

1. Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds to internal members.

1. Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements.

1. Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad.

1. Job Specific Competencies : The position requires a well‐rounded and level‐headed individual who is able to maintain composure in a variety of situations. The following stand out among along list of behavioral competencies for this position:

1. Job Knowledge: Understand duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues.

1. Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow.

1. Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems.

1. Interpersonal Skills: Has good listening skills, builds strong relationships, is flexible/open- minded, negotiates effectively, solicits performance feedback and handles constructive criticism.

1. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to see details at a close range. The employee may be required to occasionally lift and/or move up to 50 pounds.

1. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate.

WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. These activities include, but are not limited to, hiring of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all our members, our staff, clients, volunteers, subcontractors, vendors, and clients.