About This Role
This role is responsible for building long-term relationships with members, serving as the primary point of contact, and consistently exhibiting an exemplary first impression. The advisor works to understand members' financial needs and addresses each need by making appropriate product and service recommendations, while providing the highest level of member service to leave a positive impact with each encounter.
Responsibilities
- Assist members and non-members with lending inquiries, including gathering information for loan applications, auditing for completeness, and maintaining communication regarding loan status
- Open new accounts, including all deposit-related products, ensuring all required information is obtained, complete, accurate, and compliant with TTCU policies, procedures, and auditing guidelines
- Assist members and non-members with account inquiries such as opening new accounts, account maintenance (e.g., issuing debit cards, address changes, adding joint owners), and online banking assistance
- Complete account audits to ensure compliance with policy and procedure
- Process member transactions efficiently to assist as many members as possible without negatively impacting transaction quality
- Balance cash drawer (or dispenser/recycler) regularly to ensure accuracy
- Contribute to the achievement of credit union production and service goals by building trusting relationships with members and fellow employees
- Stay informed on current products, services, and promotions
- Utilize KeyInsight to help determine member needs and refer appropriate services
Requirements
- High School Diploma or GED required
- Associate degree in business, finance, or other related discipline preferred
- Must have reliable transportation
- Ability to become a notary public
- Must successfully complete TTCU’s Teller Program within 60 days of hire
- Must successfully complete TTCU’s Credit Union Advisor Training Program within 90 days of hire
- Must successfully complete CUNA’s Certified Financial Counselor Certification (FiCEP) within 12 months of hire
- 1 year of customer service experience in banking, retail, or another related field
Nice to have:
- Bilingual skills in Spanish
Important Details
- Schedule: Routinely perform work on computer for an average of 6-8 hours per day; work extended hours whenever required or requested by management
- Physical demands: Routinely perform work on computer for an average of 6-8 hours per day; operate office equipment including telephone, copier, facsimile, and calculator; perform work which routinely requires standing or walking majority of the workday with occasional lifting up to 50lbs; travel by automobile; travel between branch locations as assigned; capable of climbing / descending stairs in emergency situations
