TTCU Federal Credit Union · 1 day ago
Credit Union Advisor II
Tahlequah, OK
Full-time
Hybrid
Entry, Mid Level
2+ years expTTCU Federal Credit Union is a financial institution focused on providing exceptional service to its members. The Credit Union Advisor II is responsible for building long-term relationships with members, assisting them with financial needs, and ensuring compliance with regulatory requirements while delivering exemplary service.
FinanceFinancial ServicesLending
Responsibilities
Assist Members and non-members (Members) in-person, by phone or video conferencing with loan applications including gathering information, auditing for completeness, and keeping an open line of communication related to status of loan concerns that may arise
Open new accounts in-person, by phone, or video conferencing, including all deposit-related products. Ensure all required information is obtained and is complete, accurate and complies with the TTCU policies, procedures, and auditing guidelines
Contribute to the achievement of production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing KeyInsight to help determine Member needs and refer appropriate services
Build caring, engaging relationships by earning the trust of TTCU members. Provide accurate, thorough answers to questions via phone, video conferencing, call queues and/or in-person, utilizing various resources including handouts, peers, and supervisors. Provide technical support and guidance by utilizing technological advancements and demonstrating how it can contribute to their overall financial well-being
Qualification
Required
High School Diploma or GED required
Must have and maintain a valid driver's license
Ability to become a notary public
Must successfully complete TTCU's Teller Training 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
Must pass Branch Operations Credit Union Advisor III Exam (80% or higher) within 18 months of hire
At least 2 years customer service experience in banking, retail, or another related field
Intermediate knowledge in the use of PC, Tablets, Mobile applications, Internet navigation and with Microsoft Office applications (Word, Excel, PowerPoint, SharePoint, Teams, and Outlook)
Ability to learn proprietary computer software such as Keystone, OnBase, KeyInsight, Concur and Genesys
Ability to learn credit union products and services to appropriately assess member needs, provide applicable solutions/recommendations, and build caring relationships to optimize cross sell opportunities to new and existing members
Ability to complete multiple and varying member requests in a timely fashion
Follow policies and procedures; support organizations goals and values; and demonstrated dependability through reliable attendance and adherence to timeliness and schedules
Advanced written and verbal communication skills are required to effectively interact with members regarding financial transactional support or service, which may involve problem resolution and offer educational information regarding products and services
Strong interpersonal and member service skills, including the ability to maintain composure under pressure while interacting with others face-to-face, by telephone or video and through other communication modalities using active listening skills, developing rapport, and responding with empathy
Strong attention to detail and the ability to maintain confidentiality of all Member and non-member information and data
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
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Must be able to read and carry out various written and follow oral instructions
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be able to perform intermediate mathematical calculation with extreme accuracy
Must be capable 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
Must be able to perform responsibilities with composure under stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be capable of exercising highest level of discretion on both internal and external confidential matters
Preferred
Associate degree in business, finance, or other related discipline preferred
Bilingual Skills In Spanish Or Other Language Preferred
Company
TTCU Federal Credit Union
Established in 1934, TTCU Federal Credit Union is a $2.6 billion financial institution with a full complement of depository, lending and financial advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tim L.
CEO
Shelby Beil
EVP/Chief Financial Officer
Recent News
The Journal Record
2022-04-16
Company data provided by crunchbase