Credit Union Advisor II

TTCU
Any Location, OK
Category Finance
Job Description
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.

Requirements

  • Engage with members to understand their financial goals and recommend appropriate credit union products and services
  • 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

Benefits

  • Competitive salary
  • Benefits package
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