Member Financial Advisor for Loans & Accounts (Miami)

Ultipro; Miami (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

TTCU Federal Credit Union is seeking a service-oriented professional to support members with deposits, loans, and everyday banking needs. You will gather loan details, open new accounts, issue debit cards, and assist with online banking while ensuring accuracy and compliance.

Strong customer service and attention to detail are essential, with optional Spanish language skills. Notary training and internal programs help develop expertise and trust within the team.

Qualifications

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

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications, gathering information and status updates.
• Open new deposit accounts, issue debit cards, handle address changes, and assist with online banking inquiries.
• Process transactions, balance cash drawer regularly, and refer appropriate products/services using current promotions.

Skills

Customer service

Spanish (preferred)

Education

High School Diploma or GED

Associate degree in business/finance (preferred)

Tools

Keystone

OnBase

KeyInsight

Concur

Microsoft Office

Job description

TTCU Federal Credit Union is seeking a service-oriented professional to support members with deposits, loans, and everyday banking needs. You will gather loan details, open new accounts, issue debit cards, and assist with online banking while ensuring accuracy and compliance.

Strong customer service and attention to detail are essential, with optional Spanish language skills. Notary training and internal programs help develop expertise and trust within the team.