Senior Member Services Advisor - Relationship Focus

TTCU Brand

Broken Arrow (OK)

On-site

USD 32,000 - 42,000

Full time

3 days ago
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Job summary

TTCU Brand is seeking a Credit Union Advisor II or III in Broken Arrow, OK. You will build long-term relationships, understand members' financial needs, and provide tailored product recommendations.

This role emphasizes exceptional service and regulatory compliance as you support both members and the credit union's goals. Responsibilities include guiding lending inquiries, opening accounts, and processing transactions while maintaining accuracy and strong internal controls.

Qualifications

  • High school diploma or GED is required; an associate degree is preferred.
  • Must have reliable transportation and be able to obtain notary public.
  • Must complete TTCU Teller Training within 60 days of hire.
  • Must complete TTCU Credit Union Advisor Training within 90 days of hire.
  • Must complete CUNA FiCEP certification within 12 months of hire.

Responsibilities

  • Assist members and non-members with lending inquiries and loan applications.
  • Open new accounts including deposit-related products and ensure accuracy and compliance.
  • Process member transactions and balance cash drawer with accuracy.
  • Build relationships with members and refer appropriate services using insights.
  • Provide exceptional service and uphold TTCU's mission, vision, and core values.

Skills

Customer service
Banking knowledge
Bilingual Spanish
Attention to detail
Communication skills
Interpersonal skills
Dependability

Education

High school diploma
Associate degree preferred

Tools

Keystone
OnBase
KeyInsight
Concur

Job description

TTCU Brand is seeking a Credit Union Advisor II or III in Broken Arrow, OK. You will build long-term relationships, understand members' financial needs, and provide tailored product recommendations.

This role emphasizes exceptional service and regulatory compliance as you support both members and the credit union's goals. Responsibilities include guiding lending inquiries, opening accounts, and processing transactions while maintaining accuracy and strong internal controls.

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