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Credit Union Advisor II

Credit Union Advisor II

TTCU Federal Credit UnionJenks, OK, US
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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, incl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Interactive Teller Rep / Video Teller

Interactive Teller Rep / Video Teller

Tulsa Federal Credit UnionTulsa, OK, United States
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Answer video interactive phone calls in a timely and professional manner.Be positive and maintain professionalism at all times throughout the interaction. Provide resolution to member inquiries rega...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Federal Market Leader - Civilian

Federal Market Leader - Civilian

Bodwe Professional Services, LLCTulsa, Oklahoma, United States, 74103
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Bodw is the Professional Services Group of Mno-Bmadsen, the investment enterprise and a wholly owned instrumentality of the Pokagon Band of Potawatomi. We are architects, planners, consultants, desi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Member Service Representative

Member Service Representative

Communication Federal Credit UnionTulsa, OK, US
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Until Filled (CST) Bixby (24) Bixby, OK, USA 15.Competitive Pay with advancement opportunities.Paid Time Off (Starting at 16 days per year with Years of Service Increases).Employee Only Per Pay Per...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Civil Federal Project Manager

Civil Federal Project Manager

Joseph Michaels InternationalTulsa, OK
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We are selecting candidates for a recognized industry leader.If selected, you'll be advancing your career with an organization that values employees and actively invests in their success.In this te...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Subcontracts Senior Project Manager - Federal

Subcontracts Senior Project Manager - Federal

MaximusTulsa, OK, US
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Description & Requirements The Subcontracts Senior Project Manager - Federal leads process implementation, change management, continuous improvement and data strategies in the Subcontract Ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Licensed Practical Nurse

Licensed Practical Nurse

Cherokee FederalTulsa, OK, United States
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As required by our governmental client, this position requires an active.As required by our governmental client, this position requires being a US Citizen. Accurately advises patients of their refer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Federal Income Tax - Senior Manager, Manager, Senior Consultant

Federal Income Tax - Senior Manager, Manager, Senior Consultant

RyanTulsa
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Generous Personal Time Off (PTO) Benefits.Weeks of 100% Paid Leave for New Parents (Adoption Included).Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement.Benefits Eligibility Effec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Civil Federal Project Manager

Civil Federal Project Manager

7SolutionsUSATulsa, OK
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We are selecting candidates for a recognized industry leader.If selected, you'll be advancing your career with an organization that values employees and actively invests in their success.In this te...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Credit Union Advisor II

Credit Union Advisor II

TTCU Federal Credit UnionJenks, OK, US
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Job Description

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, account management, and financial planning.
  • Excellent communication and interpersonal skills with the ability to build strong relationships.
  • Strong problem-solving and decision-making abilities.
  • Ability to work in a fast-paced environment and meet sales and performance goals.
  • Proficiency with Microsoft Office and banking software.
  • Additional Requirements :

  • Ability to become a notary public.
  • Ability to qualify and maintain Oklahoma Resident Limited Producer License (NMLS).
  • 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 II Exam (80% or higher) within 18 months of hire.
  • Why TTCU Federal Credit Union?

    Join TTCU and be part of a growing team committed to ensuring the financial well-being of our members. We offer a competitive salary, benefits package, and a collaborative environment where your contributions make a difference. If you're passionate about compliance and making an impact, we’d love to have you!