Credit Union Advisor I

CUA I Position

CUA I's are responsible for providing exceptional member service by accurately and efficiently processing financial transactions and assisting with account maintenance requests. Build relationships with members and utilize the organization's customer relationship management platform to identify needs and refer appropriate products and services, contributing to the organization's service and production goals. Perform duties in compliance with regulatory requirements, including but not limited to the Bank Secrecy Act.

Supervises: None

Essential Job Functions and Responsibilities

• Accurately and efficiently process member financial transactions while maintaining compliance with policies and procedures.
• Regularly balance cash drawers, dispensers, or recyclers to ensure accuracy and identify discrepancies.
• Promptly notify a supervisor of any operational needs, supplies, or concerns to prevent service delays.
• Assist members with account maintenance requests while ensuring proper verification of identity and account details.
• Contribute to the organization's production and service goals by building strong relationships with members and providing personalized financial guidance.

Minimum Qualifications

• Educational Requirements: High School Diploma or GED.
• Certificates/Licenses: Must have reliable transportation.
• Experience: Customer service experience in banking, retail or another related field: 6 Months, preferred.
• Bilingual Skills in Spanish, preferred.

Position Competencies

• Ethics and Values - Upholds ethical standards and values; maintains confidentiality; follows through on commitments; encourages responsibility towards the community and the environment.
• Dependability - Takes direction from others; adheres to regulations, policies, procedures, and legal obligations; is punctual and reliable; performs work in a safe and secure manner, prioritizing the safety and security of individuals, materials, and information.
• Delivering Results - Focuses on understanding and addressing customer needs; sets high standards for work quality and quantity; delivers high productivity in a focused and timely manner; structures and prioritizes work activities; shows commitment to the organization.
• Collaboration - Accepts and appreciates other people; demonstrates courtesy and compassion; supports, encourages, and thanks others; consults, listens, and understands others; promotes diversity and builds morale, team cohesion, and collaboration.
• Building Relationships - Develops relationships and builds networks; creates a positive impression and builds rapport; adapts approach to interact effectively with others; effectively manages conflict; helps others succeed.

Additional Requirements

• Job Knowledge: Basic knowledge of Microsoft Office Suite (Word, Excel, Outlook and PowerPoint).
• Ability to navigate the internet and understand basic browser settings.
• Ability to learn and use propriety computer software platforms.
• Interpersonal Skills: Basic written and verbal communication skills are required to interact effectively with members about financial transactions, which may include problem resolution and providing educational information about TTCU products and services.
• The ability to handle confidential information appropriately while demonstrating discretion, sensitivity, and tact at all times is essential.
• 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

Work Environment: Routinely perform work indoors in climate controlled private office with minimal noise.

Physical Demand: Perform primarily sedentary work with limited physical exertion and lifting up to 50lbs.

Employee Statement of Understanding: I have read and understand the job description for my position. I understand that my supervisor may assign additional projects and/or responsibilities not covered in the description. I am able to perform all of the essential functions of this position. I agree to comply with the corporate compliance policy and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor. As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with members and fellow employees.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.