Service Advisor

Tyndall Federal Credit Union•Panama City, FL

17d•Onsite

About The Position

The Service Advisor serves as a welcoming point of contact for credit union members and processes routine financial transactions accurately, confidentially, and in accordance with credit union policies and procedures. The role provides friendly, efficient service while listening to members, identifying relevant products and services that may support their financial well-being, and referring members to a Relationship Advisor when they need more in-depth financial assistance. Employees are expected to uphold the credit union’s Core Values and WE Standards. The position also supports daily transaction reconciliation, cash recycler and vault operations as needed, and compliance with applicable regulatory programs. The 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 use diplomacy and tact in confidential discussions and to build relationships, solicit cooperation, and resolve first-level conflicts.
Physical ability to use hands, talk, hear, and regularly stand, sit, and walk; walking or standing may occasionally be required for long periods.
Close and peripheral vision and ability to adjust focus.
Ability to assess the accuracy, neatness, and thoroughness of assigned work.

Responsibilities

Receive and process member deposits, withdrawals, loan payments, and transfers as directed.
Post transactions accurately to member accounts and maintain the confidentiality of member information.
Review member accounts, identify relevant credit union products and services, and complete cross-sales.
Assist with reconciling daily transactions, including matching cash, checks, vouchers, and recyclers to system records.
Assist with cash recyclers and the vault as needed.
Welcome members, provide routine information about credit union services, and direct members to appropriate departments for specific information.
Comply with regulatory programs, including the Bank Secrecy Act, Office of Foreign Asset Control Program, and Customer Identification Program.
Assist other department personnel and perform other duties as assigned.
Provide friendly, professional, member-focused service and clear solutions aligned with The Tyndall Way – Standards of Excellence.
Balance the daily cash drawer accurately and follow proper closing procedures, with minimal outages under established Balancing Standards.
Maintain working knowledge of credit union 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 at least 80%.
Complete Red Flags Program requirements, including documenting discrepancy resolution as needed.
Maintain a professional, business-appropriate appearance in accordance with the credit union’s dress code.