Credit Union Advisor II or III -Broken Arrow North Branch

Position Summary

Responsible for building long-term relationships with Members. Consistently exhibits and communicates an exemplary first impression as the primary point of contact. Works to understand Members financial needs and address each need by making appropriate product and service recommendations. Professionally exercises extraordinary service and value by providing the highest level of member service when assisting and meeting the needs of all Members in order to leave a positive impact with each encounter. Supports TTCU's Mission, Vision, and Core Values. All interactions and all service standards should align with these core beliefs. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act

Supervises: None

Essential Job Functions and Responsibilities

Assist Members and non-members (Members) with lending inquiries which may include loan applications. 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 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. Assist Members and non-members (Members) with account inquiries such as opening new accounts, account maintenance such as issuing debit cards, address changes, adding joint owners to existing accounts and OLB assistance. Complete account audits to ensure compliance with policy and procedure.

Process member transactions demonstrating efficiency and good utilization of time to assist as many members and non-members as possible without negatively impacting the quality of the transaction. Responsible for balancing 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, staying informed on current products, services, and promotions, and by utilizing KeyInsight to help determine Member needs and refer appropriate services.

Minimum Qualifications

Educational Requirements
High School Diploma or GED required.
Associate degree in business, finance, or other related discipline preferred.

Certificates/Licenses
Must have reliable transportation.
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.

Experience
Customer service experience in banking, retail, or another related field: 1 Year

Job Knowledge
* Intermediate knowledge in the use of Internet navigation and with Microsoft Office applications
* Ability to learn and use proprietary computer software such as Keystone, OnBase, KeyInsight, Concur and
* Follow policies and procedures; support organizations goals and values; and demonstrated dependability through reliable attendance and adherence to timeliness and schedules.

Interpersonal Skills
* Intermediate 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 while
interacting with others f using active
listening skills, developing rapport, and responding with empathy.
* 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
* Strong attention to detail and the ability to maintain confidentiality of all Member and non-member information and data. members

Working Conditions

Work Environment
* Private work area, i.e., office
* Routinely perform work indoors in climate controlled private office or branch facility.

Physical Demands
* Must be able to remain in a stationary position (e.g., sitting at a desk) for extended periods.
* Occasional movement around the office to attend meetings or collaborate with team members.
* Ability to operate a computer and other office equipment as needed.

Travel
* Occasional travel for meetings, conferences, and industry related events.