Credit Union Advisor II - Miami

TTCU Federal Credit Union•Miami, OK

12d•Onsite

About The Position

The Credit Union Advisor II builds long-term relationships with members and serves as a primary point of contact, providing an exemplary first impression and high-quality service. The advisor works to understand members’ financial needs and recommends appropriate products and services, while supporting TTCU’s mission, vision, and core values. Duties must comply with regulatory requirements, including the Bank Secrecy Act. The role assists members and non-members with lending inquiries and loan applications, opens and maintains deposit accounts, handles account inquiries and member transactions, and ensures records and transactions meet TTCU policies, procedures, and audit guidelines. The advisor contributes to credit union production and service goals by building trusted relationships, staying informed about products and promotions, and using KeyInsight to identify needs and refer services. The position has no supervisory responsibilities. The work is routinely performed indoors in a climate-controlled private office with minimal noise. The employee may work independently or as part of a team, support investigations conducted by HR, Risk Management, and executives, and travel between branch locations as assigned. The role requires regular computer use, operating office equipment, standing or walking for much of the workday, occasional lifting up to 50 pounds, automobile travel, and the ability to work extended hours when 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.
Follow policies and procedures, support organizational goals and values, and demonstrate dependable attendance and timeliness.
Intermediate written and verbal communication skills to interact with members about financial transactions and services, resolve problems, and provide product and service information.
Strong interpersonal and member service skills, including composure, active listening, rapport-building, and empathetic responses.
Strong attention to detail and ability to maintain confidentiality of member and non-member information.
Ability to communicate clearly, perform intermediate mathematical calculations accurately, manage multiple and changing priorities, and maintain discretion and professionalism.
Ability to routinely work at a computer for an average of 6–8 hours per day, operate office equipment, stand or walk for most of the workday, occasionally lift up to 50 pounds, travel by automobile, and climb or descend stairs in an emergency.
Ability to work extended hours whenever required or requested by management.

Nice To Haves

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

Responsibilities

Assist members and non-members with lending inquiries and loan applications, including gathering information, checking applications for completeness, and communicating about application status or concerns.
Open new deposit accounts and ensure required information is complete, accurate, and compliant with TTCU policies, procedures, and auditing guidelines.
Assist 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, and regularly balance the cash drawer or dispenser/recycler.
Contribute to production and service goals by building trusting relationships with members and coworkers and staying informed about current products, services, and promotions.
Use KeyInsight to help determine member needs and refer appropriate services.
Support TTCU’s mission, vision, and core values and comply with applicable regulatory requirements, including the Bank Secrecy Act.
Provide support to HR, Risk Management, and executives in conducting investigations.
Travel between branch locations as assigned.