Credit Union Advisor I - North Pointe

Position Summary

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. Account maintenance may include issuing temporary checks, ordering checks, processing address and name changes, and/or facilitating member check-ins for more complex inquiries.

Contribute to the organization's production and service goals by building strong relationships with members and providing personalized financial guidance. Stay informed on current products, services, and promotions to effectively identify opportunities to meet member needs. Utilize the organization's customer relationship management platform to track interactions and make appropriate referrals, ensuring a positive member experience.

Minimum Qualifications

Educational Requirements
High School Diploma or GED.

Certificates/Licenses
Must have reliable transportation.
Customer service experience in baking, retail or another related field: 6 Months
Bilingual Skills in Spanish, preferred.

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

Routinely perform work indoors in climate shared work area with moderate noise. Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan own work activity as well as the work activity of others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively manage multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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.