Credit Union Advisor III - North Pointe

TTCU Federal Credit Union; Tulsa (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

TTCU Federal Credit Union is seeking a member-focused professional to assist Members and non-members with lending inquiries and loan applications, open accounts, and maintain deposits. You will handle transactions, balance cash drawers, and use core systems to support service delivery.

This role requires strong customer-service skills, attention to detail, and the ability to work with diverse members. Bilingual Spanish is preferred, and completion of TTCU training programs is expected.

Qualifications

• Customer service experience in banking, retail, or related field is required.
• Bilingual Spanish is preferred.
• Advanced attention to detail and ability to maintain confidentiality of member information.
• Ability to learn and use proprietary software such as Keystone, OnBase, KeyInsight, Concur.

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications, gathering information and communicating status.
• Open new accounts including all deposit-related products and ensure information is complete and compliant.
• Process member transactions accurately, balance cash drawer regularly, and handle multiple tasks efficiently.
• Build trusting relationships to contribute to credit union production and service goals and refer appropriate services.

Skills

Customer service

Bilingual Spanish

Education

High School Diploma or GED

Associate degree in business/finance

Notary public

Teller Program completion

Credit Union Advisor Training Program completion

FiCEP Certification within 12 months

Tools

Keystone

OnBase

KeyInsight

Concur

Job description

Responsible for building long-term relationships with Members. Consistently exhibits and communicates an exemplary first impression as the primary point of contact. Works to understand Members financial needs and address each need by making appropriate product and service recommendations. Professionally exercises extraordinary service and value by providing the highest level of member service when assisting and meeting the needs of all Members in order to leave a positive impact with each encounter. Supports TTCU’s Mission, Vision, and Core Values. All interactions and all service standards should align with these core beliefs. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act

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

Educational Requirements

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

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