Credit Union Advisor III - Edmond

TTCU Brand; Edmond (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

TTCU Brand is seeking a customer service-focused team member to assist Members with lending inquiries and loan applications, open new accounts, and handle deposit-related needs. The role emphasizes accuracy, compliance, and excellent service in a fast-paced banking environment.

The ideal candidate will have strong interpersonal skills, basic finance knowledge, and the ability to balance a cash drawer while helping Members. Bilingual Spanish is preferred.

Qualifications

• Minimum one year of customer service experience in banking, retail, or related field.
• Associate degree preferred but not required; High School diploma or GED required.

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications, gathering information and auditing for completeness.
• Open new accounts and deposit-related products, ensuring information is complete and compliant with TTCU policies.
• Process member transactions efficiently while maintaining accuracy and balancing cash drawers.
• Build trusted relationships with Members and fellow employees to support sales and service goals.
• Stay informed on current products, services, and promotions to refer appropriate services using KeyInsight.

Skills

Customer service

Bilingual Spanish

Education

High School Diploma or GED

Associate degree in business/finance (preferred)

Tools

Keystone

OnBase

KeyInsight

Concur

Microsoft Office

Job description

Essential Job Functions and Responsibilities

Assist Members and non-members with lending inquiries which may include loan applications. Loan applications include gathering information, auditing for completeness, and keeping an open line of communication related to status of loan concerns that may arise.

Open new accounts including all deposit-related products. Ensure all required information is obtained and is complete, accurate and complies with the TTCU policies, procedures, and auditing guidelines. Assist Members and non-members (Members) with account inquires such as opening new accounts, account maintenance such as issuing debit cards, address changes, adding joint owners to existing accounts and OLB assistance. Complete account audits to ensure compliance with policy and procedure.

Process member transactions demonstrating efficiency and good utilization of time to assist as many members as possible without negatively impacting the quality of the transaction. Responsible for balancing cash drawer (or dispenser/recycler) regularly to ensure accuracy.

Contribute to the achievement of credit union production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing KeyInsight to help determine Member needs and refer appropriate services.

Minimum Qualifications

• High School Diploma or GED required.
• Associate degree in business, finance, or other related discipline preferred.

Certificates/Licenses

• Must have reliable transportation.
• Ability to become a notary public.
• Must successfully complete TTCU’s Teller Program within 60 days of hire.
• Must successfully complete TTCU’s Credit Union Advisor Training Program within 90 days of hire.
• Must successfully complete CUNA’s Certified Financial Counselor Certification (FiCEP) within 12 months of hire.

Experience

• Customer service experience in banking, retail, or another related field: 1 Year
• Bilingual Skills in Spanish- Preferred

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.

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.

Communication

Understands spoken information; speaks clearly and understandably; presents with confidence; gauges audience reaction, interest, and understanding, and adjusts communication style or content accordingly.

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

Additional Requirements

Job Knowledge

• Intermediate knowledge in the use of Internet navigation and with Microsoft Office applications
• Ability to learn and use proprietary computer software such as Keystone, OnBase, KeyInsight, Concur.
• Follow policies and procedures; support organizations goals and values; and demonstrated dependability through reliable attendance and adherence to timeliness and schedules.

Interpersonal Skills

• Intermediate written and verbal communication skills are required to effectively interact with members regarding financial transactional support or service, which may involve problem resolution and offer educational information regarding products and services.
• Strong interpersonal and member service skills, including the ability to maintain composure while interacting with others, while using active listening skills, developing rapport, and responding with empathy.
• Strong attention to detail and the ability to maintain confidentiality of all Member and non-member information and data. members
• 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

• Capable of regular, reliable, and timely attendance
• Must be able to routinely perform work on computer for an average of 6-8 hours per day
• Must be able to operate office equipment including telephone, copier, facsimile, and calculator
• Perform work which routinely requires standing or walking majority of the workday with occasional lifting up to 50lbs
• Travel by automobile
• Travel between branch locations as assigned
• Must be able to work extended hours whenever required or requested by management
• Must be capable of climbing / descending stairs in emergency situations.

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.