Relationship Advisor

Role

The Relationship Advisor is responsible for assisting with member interactions to ensure outstanding service that reflects our commitment to our members. This role actively listens and engages with members to identify needs and recommend appropriate products or services to strengthen relationships and build long-term loyalty. The Relationship Advisor determines eligibility for memberships, opens and closes all types of accounts and updates member information as needed.

With a focus on relationship‑building and delivering excellent service, this role supports members in achieving their financial goals while ensuring a seamless and positive member experience.

Our Core Values guide how we serve our members, support one another, and strengthen our community. Our WE Standards define how we show up every day across all branches, departments, and roles – ensuring a consistent experience for members and a supportive environment for our teammates. Demonstrating and upholding our Core Values and WE Standards is a fundamental responsibility of every employee and is required in all positions throughout the organization.

• Assists members with needs relating to products and services offered by TFCU. Cross‑sells all credit union products and services. Processes member requests and transactions to include loan applications, opens and closes accounts, ordering checks, placing stop payments on checks, payroll authorizations and allocations, transferring funds from other financial institutions, as well as creating and maintaining plastic cards.
• Receives and processes member financial transactions, including deposits, withdrawals and loan payments, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records and confidentiality. Balances cash drawer and assists with closing of branch vault as appropriate to branch location.
• Receives and verifies information on all types of loan applications. Reviews and analyzes loan documentation to determine ratios, credit acceptability, and assesses loan product alternatives in making recommendations for loan decisions. Accountable for securing all loan documentation and disbursing loans to members. Research transactions posted to member accounts and explains transaction postings to member accounts. If an error is discovered, performs any account corrections according to established Credit Union policy and procedure.
• Ensure compliance with all regulatory programs including but not limited to the Bank Secrecy Act, Office of Foreign Asset Control Program and Customer Identification Program. Assists other department personnel and performs other duties as assigned. Remote employees must adhere to their agreed‑upon work schedule from a secure location, participating in virtual meetings, video conferences/other communications, and maintaining regular, responsive communication during working hours.
  
  Provides support to the Member Care Center as directed by management, including assisting with incoming member phone calls to ensure timely service and consistent member experience.