Lead Credit Union Advisor

Position Summary - Lead Credit Union Advisor I

Assist the department Manager in operations and assuring that programs and services are provided in a consistent manner that models a high level of member service and complies with all TTCU policy and pertinent regulatory requirements including, but not limited to, the Bank Secrecy Act. Responsible for building long-term relationships with Members and non-members (Members) in-person, by video transmission via video conferencing or Interactive Teller Machine (ITM), or by phone.

Works to understand Members financial needs and address each need by making appropriate product recommendations. Professionally exercises extraordinary service and value by contributing to production and service goal attainment, individually and through departmental team(s), and supports TTCU’s Core Mission, Vision, and Values in all work behavior and activities.

Supervises:
Credit Union Advisors I, II, III, and IV (Dependent upon location)

Lead Credit Union Advisor I – All locations excluding:

Broken Arrow North, Owasso, Southeast, Tahlequah,Midtown and Video Relations Center

20% - Assist Members and non-members (Members) with loan applications, including gathering information, auditing for completeness, and keeping an open line of communication related to the status of loan application(s), which includes subsequent questions or concerns that may arise.

20% - Open new accounts, including all deposit-related products ensuring all required information is gathered, complete, accurate, and complies with TTCU policies procedures, and auditing guidelines. Perform various transactions for all Members of the credit union.

20% - Assist Branch Manager with duties including, but not limited to, opening and/or closing the branch and working Saturdays on a rotational basis. Assist with performance appraisals, coordinating employee schedules, coaching, mentoring, and training of other CUAs.

10% - Review all account production (shares and loans) on a daily basis to assure that all money handling processes are correct, balanced, and handled in accordance with TTCU policy and comply with pertinent regulatory requirements. Monitor and track cash usage, branch statistics and official sale items to plan for cash flow and to support a high level of Credit Union Advisor (CUA) performance.

Assists CUAs in researching and resolving balancing problems to address overage/shortage issues and work to identify and correct causes for outages to ensure that all drawers are in balance.

10% - Approve overrides and answers questions for CUAs and members in order to assure transactions are conducted appropriately and efficiently. Assist in on-the-job training of new CUAs to assist in their rapid learning of the role and the products and services of TTCU.

10% - Balance branch cash nightly from all stations to assure that all cash on hand from all sources (checks, deposits, money orders, traveler’s cheques, etc.) is properly accounted for and reported in order for the branch to manage its cash goals. Plan the cash needed for each station and fill cash dispensers/recyclers with cash for the day; sell money to dispensers/recyclers, CUAs and Automated Teller Machine (ATM) during the day buying/selling cash to/from vault and tracking Branch cash on hand daily.

5% - Contribute to the achievement of cross-sell goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing Keystone to help determine Member needs and refer appropriate services.

5% - Building caring, and engaging relationships by earning the trust of TTCU Members. Provide accurate, thorough answers to questions by utilizing various resources including handouts, peers, and supervisors. Provide technical support, and guidance by utilizing technological advancements and demonstrating how it can contribute to their overall financial well-being. Assist members by providing expert-level knowledge, specifically related to questions on IRA, Trust, and life stages (specialty services) products, and/or services that TTCU offers.