Morgan Arguilez
Newcastle,OK
Summary
Seasoned Senior Counselor with notable background in individual and group therapy. Skill set includes crisis intervention, and case management. Known for effective communication skills, empathy, and providing strategic solutions to facilitate client progress. Previous work significantly improved client mental health outcomes by implementing innovative therapeutic techniques.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Senior Counselor
WEOKIE Federal Credit Union
Oklahoma City
09.2025 - 10.2026
- Guided members through account choices and service requests.
- Counseled members on debt management and personal budgeting options.
- Resolved member concerns using calm, professional communication.
- Referred members to appropriate banking services and branch specialists.
- Followed credit union policies, compliance rules, and service standards.
- Counseled clients to navigate and overcome personal, social, and behavioral challenges.
- Monitored cash handling, compliance, and security procedures
- Educated employees on company policies and service procedures to improve service delivery.
- Performed regular audits of financial records in order to ensure accuracy.
- Promoted to Branch Sight Trainer, trained all external hires
Counselor
WEOKIE Federal Credit Union
Oklahoma City
09.2024 - 09.2025
- Advised members on savings, and account options at federal credit union branch.
- Reviewed member financial profiles to recommend suitable credit union products and services.
- Explained membership eligibility and account terms to prospective members.
- Processed account openings, service requests, and routine member transactions with accuracy.
- Resolved member inquiries and concerns using clear guidance and professional communication.
- Coordinated with lending and operations teams on account and loan follow-up tasks.
- Prepared member files and documentation according to credit union compliance standards.
- Referred members to appropriate federal credit union services based on financial needs.
- Participated in regular team meetings to discuss case management issues and plan services for clients.
- Maintained accurate and up-to-date records of client progress and treatment plans.
Teller
WEOKIE Federal Credit Union
Oklahoma City, OK
01.2024 - 09.2024
- Processed member deposits, withdrawals, and account transactions for WEOKIE Federal Credit Union.
- Balanced cash drawer and verified cash totals against teller records.
- Assisted members with questions about accounts, cards, and branch services.
- Accepted loan payments and transfer requests through credit union systems.
- Promoted WEOKIE Federal Credit Union products and services to branch members.
- Resolved transaction issues with clear communication and careful review.
- Followed credit union policies for cash handling, security, and confidentiality.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Balanced cash drawers on a daily basis.
Assistant Manager
The Saxton Group
Oklahoma City, OK
10.2021 - 01.2024
- Managed opening and closing duties for daily shift operations
- Supervised restaurant shifts for Saxton Group operations
- Trained team members on service standards and kitchen routines
- Managed the employee schedules
- Managed store invoices
- ServSafe certified until Jan 2025
Shift Manager
The Saxton Group
Oklahoma City, Oklahoma
10.2020 - 10.2021
- Supervised restaurant shifts for Saxton Group operations
- Trained team members on service standards and kitchen routines
- Managed opening and closing duties for daily shift operations
Education
Westmoore High School
Oklahoma City, OklahomaSkills
- Financial counseling
- Credit union compliance
- Account opening
- Transaction processing
- Cash handling
- Cash balancing
- Branch operations
- Customer service
- Member relations
- Client advocacy
- Supervision
- Team leadership
- Effective communication
- Clear communication
- Problem solving
- Attention to detail
- Invoice processing
- Time management
- Deadline management
- Confidentiality
- Reliability
Certification
- Certified Credit Union Financial Counselor - CCUFC
Timeline
Senior Counselor
WEOKIE Federal Credit Union
09.2025 - 10.2026
Counselor
WEOKIE Federal Credit Union
09.2024 - 09.2025
Teller
WEOKIE Federal Credit Union
01.2024 - 09.2024
Assistant Manager
The Saxton Group
10.2021 - 01.2024
Shift Manager
The Saxton Group
10.2020 - 10.2021
Westmoore High School