Service Advisor

Tyndall Federal Credit Union•Callaway, FL

18d•Onsite

About The Position

The Service Advisor is a welcoming point of contact for credit union members and provides accurate, efficient financial transactions and service consistent with the credit union’s member-focused standards. The role processes routine transactions such as deposits, withdrawals, transfers, and loan payments while protecting confidential information and following credit union policies and procedures. Service Advisors listen to members, identify relevant products and services, and refer members to a Relationship Advisor when they need more in-depth financial assistance. Employees are expected to uphold the organization’s Core Values and WE Standards. The position also supports daily transaction reconciliation, cash-handling procedures, and compliance with applicable regulatory programs. This position is not eligible for remote or hybrid work.

Requirements

One month to twelve months of similar or related experience.
High school education or GED.
Good communication skills.
Ability to type and use a computer, credit union software, and general office equipment, including a 10-key calculator.
Basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel.
Ability to handle frequent personal contact with others for first-level conflict resolution, relationship building, and soliciting cooperation; discussions require confidentiality, discretion, diplomacy, and tact.

Responsibilities

Welcome members and provide routine information about credit union services; direct members to appropriate departments for specific information.
Process deposits, withdrawals, loan payments, and account transfers as directed; post transactions accurately and maintain confidentiality of member information.
Review member accounts, identify relevant credit union products and services, and complete cross-sales.
Assist with reconciling daily transactions, ensuring cash, checks, vouchers, and recyclers match system records; assist with cash recyclers and the vault as needed.
Comply with regulatory programs, including the Bank Secrecy Act, Office of Foreign Asset Control Program, and Customer Identification Program.
Provide friendly, professional, member-focused service; listen to members, assess their needs, and offer clear solutions aligned with The Tyndall Way – Standards of Excellence.
Balance the daily cash drawer accurately and follow proper closing procedures while meeting established Balancing Standards.
Maintain working knowledge of the credit union’s products and services and conduct daily transactions with minimal errors.
Follow established policies and procedures and inform management of suspicious activity.
Complete required annual BSA/AML training with a passing grade of 80% or higher and complete Red Flags Program requirements, including documenting discrepancy resolution as needed.
Assist other department personnel and perform other duties as assigned.