Credit Union Advisor I - Tahlequah

Position Summary - Credit Union Advisor I

Process a variety of transactions and provide service to members and non-members through in-person, video transmission, via the Interactive Teller Machine (ITM), or by phone. Accurately and efficiently assist with member requirements while assuring a positive experience for each member. Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.

Supervises: None

Essential Job Functions and Responsibilities 

Process member transactions demonstrating efficiency and good utilization of time to assist as many members as possible without negatively impacting the quality of the transaction. Responsible for balancing cash drawer (or dispenser/recycler) regularly to ensure accuracy with all in-person or video transactions and making supervisor aware of any needs (supplies, concerns, etc.) to avoid delays in processing.

Assist members with check (re)ordering, issuing temporary checks, debit card (re)ordering and replacement, basic file maintenance including name and address changes etc.

Contribute to the achievement of production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing KeyInsight to help determine Member needs and refer appropriate services.

Build caring relationships and earn the trust of TTCU members and potential members by providing accurate, thorough answers to questions via phone, chat, video, and/or in-person, utilizing various resources including handouts, peers, and supervisors.

Minimum Qualifications

Educational Requirements

High School Diploma or GED required

Certificates/Licenses

Must have reliable transportation

Experience

Customer service experience in banking, retail, or another related field: 1 Year

Bilingual Skills in Spanish or another language preferred

Additional Requirements

Job Knowledge

·         Intermediate knowledge with Microsoft Office systems (Word, Excel, PowerPoint, SharePoint, Teams, and Outlook)

·         Ability to navigate the internet and understand basic browser settings.

·         Ability to learn proprietary computer software such as Keystone, OnBase, KeyInsight, Concur, and Genesys.

·         Follow policies and procedures and support the organization's goals and values.

·         Demonstrated dependability though reliable attendance and adherence to timeliness and schedules.

Interpersonal Skills

·         Intermediate written and verbal communication skills are required to effectively interact with members regarding financial transactions which may involve problem resolution and offering education information regarding TTCU products and services.

·         Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times.

·         Ability to function effectively within a group or team.

·         Ability to create an atmosphere which promotes TTCU’s Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.

Working Conditions

Routinely perform work indoors in 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. Must be able to read and carry out various written and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform intermediate mathematical calculation with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.