This Credit Union Advisor I role focuses on delivering exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance. The advisor builds relationships with members, identifies their needs, and refers appropriate products and services to contribute to the organization's service and production goals. Duties are performed in compliance with regulatory requirements, including the Bank Secrecy Act.
Responsibilities
Accurately and efficiently process member financial transactions while maintaining compliance with policies and procedures
Regularly balance cash drawers, dispensers, or recyclers to ensure accuracy and identify discrepancies
Promptly notify a supervisor of any operational needs, supplies, or concerns to prevent service delays
Assist members with account maintenance requests, ensuring proper verification of identity and account details
Issue temporary checks, order checks, process address and name changes, and/or facilitate member check-ins for more complex inquiries
Contribute to the organization's production and service goals by building strong relationships with members and providing personalized financial guidance
Stay informed on current products, services, and promotions to effectively identify opportunities to meet member needs
Utilize the organization's customer relationship management platform to track interactions and make appropriate referrals, ensuring a positive member experience
Requirements
High School Diploma or GED
Reliable transportation
Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook and PowerPoint)
Ability to navigate the internet and understand basic browser settings
Ability to learn and use proprietary computer software platforms
Basic written and verbal communication skills to interact effectively with members about financial transactions, problem resolution, and providing educational information about TTCU products and services
Ability to handle confidential information appropriately while demonstrating discretion, sensitivity, and tact at all times
Ability to create an atmosphere which promotes TTCU’s Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees
Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Ability to read and carry out various written instructions and follow oral directives
Ability to speak clearly and deliver information in a logical and understandable sequence
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Ability to perform intermediate mathematical calculation with extreme accuracy
Capability of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public
Ability to perform responsibilities with composure under stress of deadlines/requirements for extreme accuracy and quality and/or fast pace
Ability to effectively handle multiple, simultaneous, and changing priorities
Ability to provide support to HR, Risk Management, and Executives in conducting investigations
Ability to exercise the highest level of discretion on internal and external confidential matters
Capable of regular, reliable, and timely attendance
Must be able to operate office equipment including cell phone, telephone, copier, and calculators
Must be able to routinely perform work on computer for an average of 6-8 hours per day
Must be able to work extended hours whenever required or requested by management
Must be capable of climbing / descending stairs in emergency
Travel by automobile
Nice to have:
6 months of customer service experience in banking, retail, or another related field
Bilingual skills in Spanish
Important Details
Supervises: None
About the Company
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