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TTCU Federal Credit Union · 1 day ago

Credit Union Advisor II

BROKEN ARROW, Oklahoma, United States

Full-time

Onsite

Mid Level

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.

FinanceFinancial ServicesLending

Growth Opportunities

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

Qualification

Financial services experienceCredit union productsCommunication skillsMicrosoft Office proficiencyProblem-solving abilitiesNotary public certificationOklahoma Resident Limited Producer LicenseTeller Training ProgramCredit Union Advisor Training ProgramCertified Financial Counselor Certification

Required

High school diploma or equivalent required

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

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 II Exam (80% or higher) within 18 months of hire

Preferred

associate or bachelor's degree in business, finance, or a related field

Previous experience in a financial services role, such as banking or lending

Benefits

Competitive salary

Benefits package

Company

TTCU Federal Credit Union

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Established in 1934, TTCU Federal Credit Union is a $2.6 billion financial institution with a full complement of depository, lending and financial advisory services.

Founded in 1934