Credit Union Advisor II - Miami
On-site · Miami, Oklahoma, United States
Job Summary
Credit Union Advisor II responsible for building long-term relationships with Members in-person, via video conferencing, and by phone. Duties include assisting with loan applications, gathering information, auditing for completeness, and communicating status; opening new accounts in-person/phone/video; promoting and cross-selling banking products and services; providing accurate, thorough answers via multiple channels; and completing required TTCU and industry certifications. Requires strong customer service, knowledge of banking products, regulatory compliance (including BSA), and the ability to learn proprietary software (Keystone, OnBase, KeyInsight, Concur, Genesys). Training programs must be completed within specified timelines; bilingual ability preferred.
Required Qualifications
- High School Diploma or GED required
- Associate degree in business, finance, or related discipline preferred
- Ability to become a notary public
- 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 III Exam (80% or higher) within 18 months of hire
- Customer service experience in banking, retail, or related field: 2 Years
- Bilingual Skills in Spanish or other language preferred
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