Credit Union Advisor I - Northpointe

TTCU • Tulsa, OK

11d • Onsite

About The Position

Credit Union Advisor I’s provide exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance requests. They build relationships with members and use the organization’s customer relationship management platform to identify needs and refer appropriate products and services, contributing to service and production goals. The role requires performing duties in compliance with regulatory requirements, including the Bank Secrecy Act. The position has no supervisory responsibilities.

The work is routinely performed indoors in a climate-controlled private office with minimal noise. The employee must work independently or with limited supervision, and effectively on their own or as part of a team. The role involves regular computer use, primarily sedentary work, and may require extended hours when requested by management. Travel by automobile is required.

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 effectively with members about financial transactions, problem resolution, and TTCU products and services.
• Ability to appropriately handle confidential information with discretion, sensitivity, and tact.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Ability to manage multiple, simultaneous, and changing priorities and maintain composure under deadline pressure or in a fast-paced environment.
• Ability to operate office equipment, including a cell phone, telephone, copier, and calculators.
• Ability to routinely work at a computer for an average of 6–8 hours per day.
• Ability to lift up to 50 pounds, climb or descend stairs in an emergency, and travel by automobile.
• Regular, reliable, and timely attendance.

Nice To Haves

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

Responsibilities

• Accurately and efficiently process member financial transactions in accordance with policies and procedures.
• Regularly balance cash drawers, dispensers, or recyclers to ensure accuracy and identify discrepancies.
• Promptly notify a supervisor about operational needs, supplies, or concerns that could cause service delays.
• Assist members with account maintenance requests, verifying identity and account details. This may include issuing temporary checks, ordering checks, processing address and name changes, and arranging member check-ins for 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 organization’s customer relationship management platform to track interactions and make appropriate referrals.
• Perform duties in compliance with regulatory requirements, including the Bank Secrecy Act.
• 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