Credit Union Advisor II

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. This role is crucial in building strong relationships with our members and offering personalized solutions that align with their goals. The ideal candidate will be knowledgeable, customer-focused, and have a deep commitment to helping members succeed financially.

Supervises: None

ESSENTIAL JOB FUNCTIONS AND 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.

MINIMUM QUALIFICATIONS

• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred.
• Previous experience in a financial services role, such as banking or lending, is preferred.
• Knowledge of credit union products and services, including loan types,