Credit Union Advisor III - North Pointe

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 and procedures.
• 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 credit union production and service goals by building trusting relationships, staying informed on 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.
• 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.

Skills

• Dependability: Adheres to regulations, policies, and procedures; prioritizes safety and security; is punctual and reliable.
• Delivering Results: Focuses on customer needs; sets high standards for work quality; delivers productivity in a timely manner.
• Building Relationships: Develops networks; creates a positive impression; adapts communication style; manages conflict; supports others.
• Communication: Understands spoken information; speaks clearly; presents confidently; adjusts communication based on audience reaction.
• Collaboration: Demonstrates courtesy and compassion; supports and encourages teamwork; promotes diversity and morale.
• Intermediate knowledge of Internet navigation and Microsoft Office applications.
• Ability to learn proprietary software such as Keystone, OnBase, KeyInsight, and Concur.
• Strong written and verbal communication skills for financial transactional support, problem resolution, and educational information.
• Strong interpersonal skills, including active listening, empathy, and maintaining composure.
• Attention to detail and ability to maintain confidentiality of Member information.

Working Conditions

• Routinely perform work indoors in a climate-controlled private office with minimal noise.
• Ability to work independently or as part of a team with limited supervision.
• Must be able to read and follow written and oral instructions.
• Must be able to speak clearly and deliver information logically.
• Perform intermediate mathematical calculations with extreme accuracy.
• Capable of dealing calmly with diverse personalities and demonstrating high levels of customer service.
• Ability to handle multiple priorities, deadlines, and fast-paced environments.
• Support HR, Risk Management, and Executives in investigations with discretion on confidential matters.

Physical Demands

• Capable of regular, reliable, and timely attendance.
• Routinely perform work on a computer for 6-8 hours per day.
• Operate office equipment including telephone, copier, facsimile, and calculator.
• Stand or walk for the majority of the workday with occasional lifting up to 50 lbs.
• Travel by automobile between branch locations as assigned.
• Ability to work extended hours as required by management.
• Capable of climbing/descending stairs in emergency situations.