Credit Union Financial Advisor

4 weeks ago


Edmond, Oklahoma, United States TTCU Full time
Job Summary

We are seeking a highly skilled and experienced Credit Union Financial Advisor to join our team at TTCU. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional customer service, and promoting our credit union products and services.

Key Responsibilities
  • Assist members with loan applications, including gathering information, auditing for completeness, and keeping them informed of the status of their loan concerns.
  • Open new accounts, including all deposit-related products, and ensure all required information is obtained and is complete, accurate, and compliant with TTCU policies and procedures.
  • Assist Branch Management with duties, including building relationships with members, providing technical support, and demonstrating how our products and services can contribute to their overall financial well-being.
  • Contribute to the achievement of production and service goals by building trusting relationships with members and fellow employees, staying informed on current products and services, and utilizing KeyInsight to help determine member needs and refer appropriate services.
Requirements
  • High School Diploma or GED required; Bachelor's degree in business, finance, or other related discipline preferred.
  • Must have and maintain a valid driver's license and a clean driving record.
  • Ability to become a notary public and qualify and maintain an Oklahoma Resident Limited Producer License (NMLS).
  • Must successfully complete TTCU's Teller Training Program and Credit Union Advisor Training Program within 60 and 90 days of hire, respectively.
  • Must pass Branch Operations Credit Union Advisor III Exam (80% or higher) within 18 months of hire.
  • Customer service experience in banking, retail, or other related field: 4 Years, Intermediate.
  • Bilingual Skills in Spanish or another language preferred.
Working Conditions

Routinely perform work indoors in a climate-controlled shared work area with a moderate level of noise. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.



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