Credit Union Advisor II - Midtown

TTCU • Tulsa, OK

9d • Onsite

About The Position

The Credit Union Advisor II builds long-term relationships with Members and serves as a primary point of contact, consistently providing an exemplary first impression and a high level of service. The advisor identifies Members’ financial needs and recommends appropriate products and services, supporting TTCU’s Mission, Vision, and Core Values. The position performs duties in compliance with applicable regulatory requirements, including the Bank Secrecy Act, and has no supervisory responsibilities.

The role assists Members and non-members with lending inquiries and applications, including collecting information, checking applications for completeness, and communicating about application status or concerns. It opens deposit accounts and helps with account inquiries and maintenance, including debit cards, address changes, joint owners, and online banking. The advisor audits accounts for compliance, processes transactions efficiently, balances a cash drawer or dispenser/recycler, and supports production and service goals by building trust, staying informed about products and promotions, and using KeyInsight to identify needs and refer services.

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 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 such as Keystone, OnBase, KeyInsight, and Concur.
• Intermediate written and verbal communication skills for assisting Members with financial transactions, service, problem resolution, and product or service education.
• 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.
• Ability to follow policies and procedures, demonstrate dependable attendance and punctuality, and support organizational goals and values.
• Ability to work independently or as part of a team, manage changing priorities, and perform accurately under stress and deadlines.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Ability to handle confidential matters with discretion and provide support to HR, Risk Management, and Executives in conducting investigations.
• Ability to routinely work on a computer for an average of 6–8 hours per day and operate office equipment, including a telephone, copier, facsimile, and calculator.
• Ability to stand or walk for most of the workday, occasionally lift up to 50 pounds, travel by automobile and between branch locations as assigned, work extended hours when required or requested, and climb or descend stairs in emergency situations.

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, gathering information, reviewing applications for completeness, and communicating about application status and concerns.
• Open new accounts and deposit-related products, ensuring required information is complete, accurate, and compliant with TTCU policies, procedures, and auditing guidelines.
• Help 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 and service standards.
• Balance the cash drawer or dispenser/recycler regularly to ensure accuracy.
• Support 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 support TTCU’s Mission, Vision, and Core Values.

What This Job Offers

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