Credit Union Advisor II - Miami

TTCU • Miami, OK

10d • Onsite

About The Position

The Credit Union Advisor II builds long-term relationships with Members and serves as a primary point of contact, providing a professional first impression and a high level of service. The Advisor identifies Members’ financial needs and recommends appropriate products and services while supporting TTCU’s Mission, Vision, and Core Values. The role also performs duties in compliance with regulatory requirements, including the Bank Secrecy Act. No employees are supervised in this position.

The Advisor assists Members and non-members with lending inquiries and applications, opens deposit accounts, handles account inquiries and maintenance, completes account audits, processes transactions, and balances a cash drawer or dispenser/recycler. The position contributes to credit union production and service goals by building trusting relationships, keeping current on products and promotions, and using KeyInsight to identify needs and make appropriate referrals.

The work is routinely performed indoors in a climate-controlled private office with minimal noise. The employee must be able to work independently or as part of a team, manage changing priorities, maintain confidentiality and composure under pressure, and provide support to HR, Risk Management, and Executives in conducting investigations. Physical demands include routinely using a computer for an average of 6–8 hours per day, operating office equipment, standing or walking for most of the workday, occasional lifting up to 50 pounds, automobile travel and travel between branch locations as assigned, and climbing or descending stairs in emergencies. Extended hours may be required or requested by management.

Requirements

• High school diploma or GED.
• One year of customer service experience in banking, retail, or another related field.
• Reliable transportation.
• Ability to become a notary public.
• Successfully complete TTCU’s Teller Training Program within 60 days of hire.
• Successfully complete TTCU’s Credit Union Advisor Training Program within 90 days of hire.
• Successfully complete CUNA’s Certified Financial Counselor Certification (FiCEP) within 12 months of hire.
• Intermediate knowledge of Internet navigation and Microsoft Office applications.
• Ability to learn and use proprietary software, including Keystone, OnBase, KeyInsight, and Concur.
• Intermediate written and verbal communication skills for interacting with Members about financial transactions and services, resolving problems, and explaining products and services.
• Strong interpersonal and member service skills, including active listening, rapport-building, empathy, and maintaining composure.
• Strong attention to detail and ability to maintain confidentiality of Member and non-member information and data.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Ability to manage multiple, simultaneous, and changing priorities and maintain composure under deadlines, accuracy requirements, and a fast pace.
• Ability to work independently or as part of a team, follow written and oral instructions, and maintain reliable attendance and punctuality.
• Ability to routinely use a computer for an average of 6–8 hours per day and operate office equipment, including a telephone, copier, facsimile machine, and calculator.
• Ability to stand or walk for most of the workday and occasionally lift up to 50 pounds.
• Ability to travel by automobile and between branch locations as assigned.
• Ability to work extended hours when required or requested by management and to climb or descend stairs in emergency situations.
• Ability to interact calmly and professionally with people from diverse cultures and at different organizational levels, exercise discretion, and foster teamwork.

Nice To Haves

• Associate degree in business, finance, or another related discipline.
• Bilingual skills in Spanish.

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications, including gathering information, auditing applications for completeness, and communicating about application status and concerns.
• Open new accounts for deposit-related products and ensure required information is complete, accurate, and compliant with TTCU policies, procedures, and auditing guidelines.
• Assist Members and non-members with account inquiries and maintenance, including issuing debit cards, changing addresses, adding joint owners, and providing online banking assistance.
• Complete account audits to ensure compliance with policies and procedures.
• Process Member transactions efficiently while maintaining transaction quality.
• Balance the cash drawer, dispenser, or recycler regularly to ensure accuracy.
• Contribute to credit union production and service goals by building trusting relationships with Members and employees, staying informed about products, services, and promotions, and using KeyInsight to identify Member needs and refer appropriate services.
• Comply with regulatory requirements, including the Bank Secrecy Act, and TTCU policies and procedures.
• Provide support to HR, Risk Management, and Executives in conducting investigations.

What This Job Offers

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