Relationship-Driven Financial Advisor III

TTCU Federal Credit Union; Tulsa (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

TTCU Federal Credit Union in Tulsa, OK seeks a Member Services Representative to build lasting member relationships, open new accounts, assist with lending inquiries, and deliver exceptional service in every interaction.

You will balance cash, process transactions, promote relevant products, and use Core systems to stay informed on offerings while complying with regulatory requirements and TTCU's policies.

Qualifications

• High school diploma or GED required.
• Associate degree in business, finance, or related discipline preferred.
• Bilingual skills in Spanish preferred.

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications.
• Open new accounts including all deposit-related products and maintain accounts.
• Process member transactions and balance cash drawer with accuracy.
• Build relationships and refer appropriate products/services to meet member needs.
• Ensure compliance with TTCU policies and regulatory requirements.

Skills

Customer service

Communication

Problem solving

Dependability

Education

High school diploma or GED

Associate degree in business/finance or related discipline

Tools

Keystone

OnBase

KeyInsight

Concur

Job description

TTCU Federal Credit Union in Tulsa, OK seeks a Member Services Representative to build lasting member relationships, open new accounts, assist with lending inquiries, and deliver exceptional service in every interaction.

You will balance cash, process transactions, promote relevant products, and use Core systems to stay informed on offerings while complying with regulatory requirements and TTCU's policies.