Credit Union Advisor III - Crown Heights

About the Role

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.

Responsibilities

• Assist Members and non-members with lending inquiries, including loan applications, gathering information, auditing for completeness, and maintaining communication regarding loan status.
• Open new accounts, including all deposit-related products, ensuring all required information is complete, accurate, and complies 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 compromising 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, staying informed on current products and promotions, and using KeyInsight to determine Member needs and refer appropriate services.
• Perform duties in compliance with regulatory requirements, including the Bank Secrecy Act.

Requirements

• High School Diploma or GED required; Associate degree in business, finance, or a related discipline preferred.
• Customer service experience in banking, retail, or a related field (1 year).
• Bilingual skills in Spanish preferred.
• Must have reliable transportation.
• Ability to become a notary public.
• Must successfully complete TTCU’s Credit Union Advisor Training Program within 60 days of hire.
• Must successfully complete CUNA’s Certified Financial Counselor Certification (FiCEP) within 12 months of hire.
• Intermediate knowledge of Internet navigation and Microsoft Office applications.
• Ability to learn and use proprietary computer software such as Keystone, OnBase, KeyInsight, and Concur.
• Strong written and verbal communication skills, including active listening, problem resolution, and educational interactions regarding financial products and services.
• Strong interpersonal and member service skills, including maintaining composure, developing rapport, and responding with empathy.
• Strong attention to detail and ability to maintain confidentiality of all Member and non-member information.
• Ability to perform intermediate mathematical calculations with extreme accuracy.
• Capable of regular, reliable, and timely attendance.
• Must be able to work on a computer for an average of 6-8 hours per day.
• Must be able to operate office equipment, including telephone, copier, facsimile, and calculator.
• Must be able to stand or walk for the majority of the workday, with occasional lifting up to 50 lbs.
• Must be able to travel by automobile and between branch locations as assigned.
• Must be able to work extended hours as required or requested by management.
• Must be capable of climbing/descending stairs in emergency situations.

Skills

• Dependability: Adheres to regulations, policies, and procedures; is punctual and reliable; performs work safely and securely.
• Delivering Results: Focuses on understanding and addressing customer needs; sets high standards for work quality and quantity; delivers high productivity in a focused and timely manner.
• Building Relationships: Develops relationships and networks; creates a positive impression; adapts approach to interact effectively; manages conflict; helps others succeed.
• Communication: Understands spoken information; speaks clearly; presents with confidence; adjusts communication style based on audience reaction and understanding.
• Collaboration: Demonstrates courtesy and compassion; supports, encourages, and thanks others; promotes diversity and builds morale and team cohesion.

Working Conditions

• Routinely perform work indoors in a climate-controlled private office with minimal noise.
• Must be able to perform job functions independently or with limited supervision and work effectively as part of a team.
• Must be able to read and follow written instructions and oral directives.
• Must be capable of dealing calmly and professionally with diverse personalities and demonstrate high levels of customer service and discretion.
• Must be able to handle multiple, simultaneous, and changing priorities under deadlines and extreme accuracy requirements.
• Must provide support to HR, Risk Management, and Executives in conducting investigations.
• Must exercise the highest level of discretion on internal and external confidential matters.