Title: Member Advocate III (Sr. Counselor)
The Member Advocate III 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 III 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.
- 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.
- 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
- 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.
- Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensu

📌 Member Advocate III (Piemonte)
🏢 WEOKIE Federal Credit Union
📍 Piemonte