Credit Union Advisor III - Edmond

TTCU • Edmond, OK

10d • Onsite

About The Position

The Credit Union Advisor III builds long-term relationships with Members and serves as a primary point of contact, consistently providing an exemplary first impression and high-quality service. The Advisor works to understand Members’ financial needs and recommends appropriate products and services, aiming to leave a positive impact with every interaction. The role supports TTCU’s Mission, Vision, and Core Values and performs duties in compliance with regulatory requirements, including the Bank Secrecy Act. The position supervises no employees.

The Advisor assists Members and non-members with lending inquiries and loan applications, gathers information, checks applications for completeness, and communicates about application status or concerns. The role opens deposit accounts, assists with account inquiries and maintenance, conducts account audits, processes transactions, and balances a cash drawer or dispenser/recycler. The Advisor also contributes to credit union production and service goals by building trusting relationships, staying informed about products and promotions, and using KeyInsight to identify needs and refer appropriate services.

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 and must manage changing priorities, deadlines, and sensitive information. Physical activities include working at a computer, operating office equipment, standing or walking for most of the workday, occasional lifting up to 50 pounds, automobile travel, 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 required.
• 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 computer software, including Keystone, OnBase, KeyInsight, and Concur.
• Intermediate written and verbal communication skills to interact with Members regarding financial transactions and service, resolve problems, and provide educational information about products and services.
• Strong interpersonal and Member service skills, including maintaining composure, active listening, rapport-building, and responding with empathy.
• Strong attention to detail and ability to maintain confidentiality of Member and non-member information and data.
• Ability to follow policies and procedures, support organizational goals and values, and demonstrate dependable attendance and timeliness.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Ability to manage multiple and changing priorities and perform responsibilities with composure under stress, deadlines, accuracy requirements, and a fast pace.
• Ability to work extended hours when required or requested by management.
• Ability to travel by automobile and between branch locations as assigned.
• Ability to routinely work at a computer for an average of 6–8 hours per day.
• Ability to operate office equipment, including a telephone, copier, facsimile machine, and calculator.
• Ability to stand or walk for the majority of the workday and occasionally lift up to 50 pounds.
• Ability to climb and descend stairs in emergency situations.
• Capable of regular, reliable, and timely attendance.

Nice To Haves

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

Responsibilities

• Assist Members and non-members with lending inquiries and loan applications, including gathering information, checking 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 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 policy and procedure.
• Process Member transactions efficiently while maintaining transaction quality.
• Regularly balance the cash drawer, dispenser, or recycler to ensure accuracy.
• Contribute to credit union production and service goals by building trusting relationships with Members and fellow employees.
• Stay informed about current products, services, and promotions; use KeyInsight to help determine Member needs and refer appropriate services.
• Provide support to HR, Risk Management, and Executives in conducting investigations.
• Maintain confidentiality and exercise discretion regarding internal and external confidential matters.

What This Job Offers

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