Credit Union Advisor I - North Pointe

TTCU Federal Credit Union • Tulsa, OK

1d • Onsite

About The Position

Credit Union Advisor I (CUA I) positions are responsible for providing exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance requests. They build relationships with members and utilize the organization's customer relationship management platform to identify needs and refer appropriate products and services, contributing to the organization’s service and production goals. CUA I’s perform duties in compliance with regulatory requirements, including but not limited to the Bank Secrecy Act.

Requirements

• High School Diploma or GED.
• Must have reliable transportation.
• Customer service experience in banking, retail or another related field: 6 Months
• Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Ability to navigate the internet and understand basic browser settings.
• Ability to learn and use propriety computer software platforms.
• Basic written and verbal communication skills are required to interact effectively with members about financial transactions, which may include problem resolution and providing educational information about TTCU products and services.
• The ability to handle confidential information appropriately while demonstrating discretion, sensitivity, and tact at all times is essential.
• 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.

Nice To Haves

• Bilingual Skills in Spanish, preferred.

Responsibilities

• Accurately and efficiently process member financial transactions while maintaining compliance with policies and procedures.
• Regularly balance cash drawers, dispensers, or recyclers to ensure accuracy and identify discrepancies.
• Promptly notify a supervisor of any operational needs, supplies, or concerns to prevent service delays.
• Assist members with account maintenance requests while ensuring proper verification of identity and account details. Account maintenance may include issuing temporary checks, ordering checks, processing address and name changes, and/or facilitating member check-ins for more complex inquiries.
• Contribute to the organization's production and service goals by building strong relationships with members and providing personalized financial guidance.
• Stay informed on current products, services, and promotions to effectively identify opportunities to meet member needs.
• Utilize the organization's customer relationship management platform to track interactions and make appropriate referrals, ensuring a positive member experience.

What This Job Offers

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