Credit Union Advisor I - Miami

TTCU Federal Credit Union • Miami, OK

8h

About The Position

Credit Union Advisor I provides exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance requests. The role builds relationships with members and uses the organization’s customer relationship management platform to identify member needs and refer appropriate products and services, contributing to service and production goals. Duties must be performed in compliance with regulatory requirements, including the Bank Secrecy Act.

The position works independently or with limited supervision and may support HR, Risk Management, and Executives in conducting investigations. It requires careful handling of confidential matters, accurate intermediate mathematical calculations, professional communication with people from diverse backgrounds, and the ability to manage changing priorities and work under deadlines.

Requirements

• High school diploma or GED.
• Reliable transportation.
• Basic knowledge of Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Ability to navigate the internet and understand basic browser settings.
• Ability to learn and use proprietary computer software platforms.
• Basic written and verbal communication skills to interact with members about financial transactions, problem resolution, and TTCU products and services.
• Ability to handle confidential information with discretion, sensitivity, and tact.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Ability to work independently or as part of a team, follow written and oral instructions, and manage multiple, changing priorities.
• Ability to maintain regular, reliable, and timely attendance.
• Ability to operate office equipment, including a cell phone, telephone, copier, and calculator.
• Ability to work extended hours when required or requested by management.
• Ability to climb and descend stairs in an emergency and travel by automobile.
• Ability to lift up to 50 pounds.

Nice To Haves

• Six months of customer service experience in banking, retail, or another related field.
• Bilingual Spanish skills.

Responsibilities

• Accurately and efficiently process member financial transactions in compliance with policies and procedures.
• Regularly balance cash drawers, dispensers, or recyclers and identify discrepancies.
• Notify a supervisor promptly of operational needs, supplies, or concerns that could delay service.
• Assist members with account maintenance requests, verifying identity and account details. Requests may include issuing temporary checks, ordering checks, processing address and name changes, and facilitating check-ins for more complex inquiries.
• Build strong member relationships and provide personalized financial guidance to contribute to production and service goals.
• Stay informed about current products, services, and promotions to identify opportunities to meet member needs.
• Use the customer relationship management platform to track member interactions and make appropriate referrals.
• Provide support to HR, Risk Management, and Executives in conducting investigations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED