Credit Union Advisor II

TTCU Federal Credit Union is seeking a passionate and motivated Credit Union Advisor to join our team. In this role, you will provide expert guidance to members regarding their financial needs, including loan options, accounts, investments, and other financial products. This role is crucial in building strong relationships with our members and offering personalized solutions that align with their goals. The ideal candidate will be knowledgeable, customer-focused, and have a deep commitment to helping members succeed financially.

Supervises: None 

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

• Engage with members to understand their financial goals and recommend appropriate credit union products and services, such as loans, savings accounts, and investment solutions.
• Assist with loan applications, including home, auto, and personal loans, and provide guidance on the loan process.
• Educate members on financial services and tools, including digital banking options, to enhance their overall banking experience.
• Build and maintain long-term relationships with members through proactive service and follow-ups.
• Cross-sell and promote credit union products and services to meet the financial needs of members.
• Resolve member inquiries or concerns promptly, ensuring high levels of satisfaction.
• Stay informed about current financial trends and regulations to provide accurate and up-to-date information.
• Ensure compliance with credit union policies, procedures, and regulatory requirements.

MINIMUM QUALIFICATIONS

• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred.
• Previous experience in a financial services role, such as banking or lending, is preferred.
• Knowledge of credit union products and services, including loan types, account management, and financial planning.
• Excellent communication and interpersonal skills with the ability to build strong relationships.
• Strong problem-solving and decision-making abilities.
• Ability to work in a fast-paced environment and meet sales and performance goals.
• Proficiency with Microsoft Office and banking software.

Additional Requirements: 

• Ability to become a notary public.
• Ability to qualify and maintain Oklahoma Resident Limited Producer License (NMLS).
• 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.

Why TTCU Federal Credit Union?
Join TTCU and be part of a growing team committed to ensuring the financial well-being of our members. We offer a competitive salary, benefits package, and a collaborative environment where your contributions make a difference. If you're passionate about compliance and making an impact, we’d love to hear from you!

 

TTCU is a Tulsa credit union providing banking & loans locally. Also find us in Broken Arrow, Miami and other Oklahoma locations.