Counselor- MWC
WEOKIE Federal Credit Union Oklahoma City, OK
WEOKIE Federal Credit Union Oklahoma City, OK
2 weeks ago
See who WEOKIE Federal Credit Union has hired for this role
WEOKIE Federal Credit Union Oklahoma City, OK
2 weeks ago
See who WEOKIE Federal Credit Union has hired for this role
- Report this job
Job DescriptionBASIC 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.
- 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.
- 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.
- Ask open‐ended questions to uncover additional opportunities to save Members money and/or time.
- 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.
- Proactively identify qualified referrals for Members that will save Members time, money and provide peace of mind.
- Assist Members with questions regarding WFCU products and services as well as resolve Members’ complaints.
- Perform miscellaneous duties such as end of day activities, creating requested reports, filing, answering phones, maintaining supplies, operating a cash drawer, etc.
- Other duties as assigned.
CRITICAL RESULTS
- 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).
- Assigned expectations and objectives, as identified in the Success Plans, are met and/or exceeded.
- Management and Partners are assisted as needed, contributing to a “team” atmosphere.
- 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.
- 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).
- Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. Manager approval required for any exceptions.
- Work according to schedules and department attendance guidelines. Need may arise whereby this position may provide coverage at another member Branch.
Qualifications
- Specialized or Technical Knowledge and Skills:
- Must have a high school diploma or equivalent.
- Some post‐secondary education is preferred.
- Must be able to learn and apply a variety of software applications.
- Prior experience in a financial environment with management knowledge is preferred.
- Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values and the Three Stakeholder Model.
- 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, responds to Partners.
- Dependability: Meets commitments to Members and Partners, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements (schedule adherence).
- Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good and bad news.
- Job Specific Competencies: The position requires an individual who is able to maintain composure in a variety of situations. The following stand out among a long list of behavioral competencies for this position:
- Job Knowledge: Understands 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.
- People Development: Provides feedback and coaching, rewards hard work and risk taking, takes mentoring role, challenges and develops Partners, accepts mistakes, provides visibility/opportunity.
- Leadership: Leads through change and adversity, makes the tough call when needed, builds consensus when appropriate, motivates and encourages others.
- 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.
- Communication Skills: Able to communicate complex financial issues and instill confidence in the credit union’s financial position to a wide variety of audiences with varying degrees of technical expertise.
- Relationship Building Skills: Develops new business, identifies opportunities for additional products and services Members can benefit from, translates product features to benefits, has good listening skills, is sensitive to Members, delivers effective presentations, negotiates well, uses closing skills appropriately, and develops cross -servicing skills.
- Physical Demands: The physical demands described here are representative of those that must be met by a Partner 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 Partner is frequently required to stand and walk. The Partner is occasionally required to sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance and talk or hear. The Partner must occasionally lift and/or move up to 50 pounds.
- Work Environment: The work environment characteristics described here are representative of those a Partner‐ 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 noise level in the work environment is usually moderate.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Other -
Industries
Financial Services
Referrals increase your chances of interviewing at WEOKIE Federal Credit Union by 2x
See who you know
Get notified about new Counselor jobs in Oklahoma City, OK.
Sign in to create job alert
Similar jobs
-
Admissions Counselor (7pm-7:30am)
-
Family Counselor-FTBS Calhoun County
Family Counselor-FTBS Calhoun County
Highfields, Inc.
Lansing, MI
-
Residential Counselor
Residential Counselor
Created for Greater Health Systems
Baltimore, MD
-
Mental Health Therapist or Counselor
Mental Health Therapist or Counselor
Bee Mindful Mental Health and Wellness Center, PLLC
Sparks, NV
-
Elementary Counselor ( Regular 1.0 FTE Position) Hugh Hartman Elementary- Beginning the 24/25 School Year
Elementary Counselor ( Regular 1.0 FTE Position) Hugh Hartman Elementary- Beginning the 24/25 School Year
Redmond School District
Redmond, OR
-
Genetic Counselor Assistant - Oncology, Westwood
Genetic Counselor Assistant - Oncology, Westwood
UCLA Health
Los Angeles, CA
See AlsoWeokie Federal Credit Union Customer Reviews, Frequently Asked Questions, Rates, Branches, Related Articles, and Financial Summary - 2024Oklahoma Auto Loan Financing | WEOKIE Banking & LoansWEOKIE Federal Credit Union hiring Information Technology Specialist (SAN) in Oklahoma City, Oklahoma, United States | LinkedInWEOKIE Federal Credit Union hiring IT Specialist-Server Virtualization and Storage Admin in Oklahoma City, Oklahoma, United States | LinkedIn -
Counselor - Elementary
Counselor - Elementary
Katy ISD
Katy, TX
-
Aftercare Counselor
Aftercare Counselor
Saint Andrew's School
Boca Raton, FL
-
Counselor Elementary School
Counselor Elementary School
Killeen ISD
Killeen, TX
-
Behavioral Health Counselor (Civic Center School)
Behavioral Health Counselor (Civic Center School)
RAMS, Inc.
San Francisco, CA
-
Mental Health Counselor
Mental Health Counselor
Coal Country Community Health Center
Bismarck, ND
-
ASSESSMENT COUNSELOR - Monmouth County
ASSESSMENT COUNSELOR - Monmouth County
Preferred Behavioral Health Group
Long Branch, NJ
-
Office of Admissions - University Admissions Counselor
Office of Admissions - University Admissions Counselor
D'Youville University
Buffalo, NY
-
College and Career Counselor
College and Career Counselor
Fresno Economic Opportunities Commission (Fresno EOC)
Metropolitan Fresno
-
Mental Health Counselor/Therapist - Hybrid Schedule
Mental Health Counselor/Therapist - Hybrid Schedule
The Nord Center
Lorain, OH
-
School Counselor
School Counselor
Collierville Schools
Collierville, TN
-
School Counselor
School Counselor
Bay District Schools
Panama City, FL
-
Counselor - Elementary
Counselor - Elementary
Arlington ISD
Arlington, TX
-
HIGH SCHOOL COUNSELOR
HIGH SCHOOL COUNSELOR
GREENSBURG COMMUNITY SCHOOLS
Greensburg, IN
-
Counselor
Counselor
Hall County Government
Gainesville, GA
-
Child/Adolescent Mental Health Counselor/Therapist
Child/Adolescent Mental Health Counselor/Therapist
The Nord Center
Cleveland, OH
-
Residential Counselor - PM 2:00PM to 12:00AM
Residential Counselor - PM 2:00PM to 12:00AM
Casa de Amparo
San Marcos, CA
-
Counselor
Counselor
George Junior Republic
Clarion, PA
-
Assessment Counselor
Assessment Counselor
NewVista Behavioral Health
Lorain, OH
-
Housing Counselor
Housing Counselor
Habitat for Humanity of Lee and Hendry Counties
Fort Myers, FL
-
Behavioral Health Counselor
Behavioral Health Counselor
Avita Community Partners
Toccoa, GA
-
Intake Counselor
Intake Counselor
CLARE|MATRIX
Santa Monica, CA
People also viewed
-
Elementary School Adjustment Counselor
Elementary School Adjustment Counselor
Woburn Public Schools
Woburn, MA
-
School Counselor
School Counselor
Campbell County School District
Gillette, WY
-
Admissions Counselor III
Admissions Counselor III
KCTCS
Paducah, KY
-
Counselor
Counselor
Bradford Health Services
Louisville, TN
-
Counselor
Counselor
Mohave Mental Health Clinic, Inc.
Bullhead City, AZ
-
Counselor
Counselor
The Counseling Center
Caldwell, NJ
-
Outpatient Counselor
Outpatient Counselor
Crossroads Health Ohio
Mentor, OH
-
Admissions Counselor
Admissions Counselor
Makawao, HI
-
Child/Adolescent Mental Health Counselor/Therapist
Child/Adolescent Mental Health Counselor/Therapist
The Nord Center
Lorain, OH
-
Admissions Counselor
Admissions Counselor
St Louis, MO
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub