Credit Union Advisor I - Northpointe

TTCU Federal Credit Union; Tulsa (OK); On-site; USD 31,000 - 42,000; Full time

Job summary

TTCU Federal Credit Union in Tulsa, OK is seeking a Customer Service Representative to handle member transactions and account maintenance with accuracy and care. You will balance cash, verify member information, and utilize TTCU's CRM to identify needs and refer suitable products and services.

The role emphasizes exceptional service, regulatory compliance, and teamwork in a fast-paced environment. Bilingual Spanish preferred; candidates should have reliable transportation and strong

Qualifications

• Basic proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
• Ability to browse the internet and understand basic browser settings.
• Willingness to learn and use TTCU's proprietary software platforms.

Responsibilities

• Process member financial transactions accurately and in accordance with policy.
• Balance cash drawers, dispensers, or recyclers and report discrepancies.
• Assist members with account maintenance requests and verify identity and details.
• Build relationships with members and refer appropriate TTCU products and services.

Skills

Microsoft Office

Internet navigation

Proprietary software

Education

High School Diploma or GED

Job description

Description

Position Summary

CUA I's are responsible for providing exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance requests. Build relationships with members and utilize the organization's customer relationship management platform to identify needs and refer appropriate products and services, contributing to the organization's service and production goals. Perform duties in compliance with regulatory requirements, including but not limited to the Bank Secrecy Act.

Supervises: None

Essential Job Functions and Responsibilities

Accurately and efficiently process member financial transactions while maintaining compliance with policies and procedures. Regularly balance cash drawers, dispensers, or recyclers to ensure accuracy and identify discrepancies. Promptly notify a supervisor of any operational needs, supplies, or concerns to prevent service delays.

Assist members with account maintenance requests while ensuring proper verification of identity and account details. Account maintenance may include issuing temporary checks, ordering checks, processing address and name changes, and/or facilitating member check-ins for more complex inquiries.

Contribute to the organization's production and service goals by building strong relationships with members and providing personalized financial guidance. Stay informed on current products, services, and promotions to effectively identify opportunities to meet member needs. Utilize the organization's customer relationship management platform to track interactions and make appropriate referrals, ensuring a positive member experience.

Minimum Qualifications

Educational Requirements

High School Diploma or GED. .

Certificates/Licenses

Must have reliable transportation.

Experience

Customer service experience in baking, retail or another related field: 6 Months, preferred.

Bilingual Skills in Spanish, preferred.

Position Competencies

Ethics and Values - Upholds ethical standards and values; maintains confidentiality; follows through on commitments; encourages responsibility towards the community and the environment.

Dependability - Takes direction from others; adheres to regulations, policies, procedures, and legal obligations; is punctual and reliable; performs work in a safe and secure manner, prioritizing the safety and security of individuals, materials, and information.

Delivering Results - Focuses on understanding and addressing customer needs; sets high standards for work quality and quantity; delivers high productivity in a focused and timely manner; structures and prioritizes work activities; shows commitment to the organization.

Collaboration - Accepts and appreciates other people; demonstrates courtesy and compassion; supports, encourages, and thanks others; consults, listens, and understands others; promotes diversity and builds morale, team cohesion, and collaboration.

Building Relationships - Develops relationships and builds networks; creates a positive impression and builds rapport; adapts approach to interact effectively with others; effectively manages conflict; helps others succeed.

Additional Requirements

Job Knowledge

• Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Ability to navigate the internet and understand basic browser settings.
• Ability to learn and use propriety computer software platforms.

Interpersonal Skills

• Basic written and verbal communication skills are required to interact effectively with members about financial transactions, which may include problem resolution and providing educational information about TTCU products and services.
• The ability to handle confidential information appropriately while demonstrating discretion, sensitivity, and tact at all times is essential.
• Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.

Working Conditions

Work Environment

Routinely perform work indoors in climate controlled private office with minimal noise.

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral directives. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform intermediate mathematical calculation with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must provide support to HR, Risk Management, and Executives in conducting investigations. Must be able to exercise the highest level of discretion on internal and external confidential matters.

Physical Demand

• Preform primarily sedentary work with limited physical exertion and lifting up to-50lbs
• Capable of regular, reliable, and timely attendance
• Must be able to operate office equipment including cell phone, telephone, copier, and calculators
• Must be able to routinely perform work on computer for an average of 6-8 hours per day
• Must be able to work extended hours whenever required or requested by management
• Must be capable of climbing / descending stairs in emergency
• Travel by automobile

Employee Statement of Understanding

I have read and understand the job description for my position. I understand that my supervisor may assign additional projects and/or responsibilities not covered in the description.

I am able to perform all of the essential functions of this position.

I agree to comply with the corporate compliance policy and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor.

As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with members and fellow employees.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.