Credit Union Advisor II - Miami

Responsible for building long-term relationships with Members.

Consistentlyexhibitsand communicates an exemplary first impression as the primary point of contact. Works to understand

Members financial needs and address each need by making appropriate product and service recommendations. Professionallyexercisesextraordinary service and value by providing the highest level ofmemberservicewhenassistingand meeting the needs of all Membersin order toleave a positive impactwitheach encounter. Supports TTCU’s Mission, Vision, and Core Values. All interactions and all service standards should align with these core beliefs.

Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act

Assist Members and non-memberswithlending inquiries which may include loan applications. Loan applications include gathering information, auditing for completeness, and keeping an open line of communication related to status of loan concerns that may arise.

Open new accounts including all deposit-related products. Ensure all required information is obtained and is complete,accurateandcomplies withthe TTCU policies,procedures,and auditing guidelines.

Assist Members and non-members(Members) with accountinquiressuch as opening new accounts, account maintenance such as issuing debit cards, address changes, adding joint owners to existing accounts and OLBassistance. Complete account auditsto ensure compliance with policy and procedure.

Processmembertransactionsdemonstratingefficiency and goodutilizationof time toassistas many members as possible without negativelyimpactingthe quality of the transaction. Responsible for balancing cash drawer(or dispenser/recycler) regularly to ensure accuracy.

Contribute to the achievement ofcredit union production and service goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing

KeyInsightto help determine

Member needs and refer appropriate services.

High School Diploma or GED required.

Associate degree in business,finance, or other related discipline preferred.

• Must have reliable transportation.
• Ability to become anotarypublic.
• Must successfully complete TTCU’sTeller 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.

Customer service experience in banking,retail,oranother related field:1 Year

Bilingual Skills in Spanish
- Preferred

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.

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.

Communication
- Understands spoken information; speaks clearly and understandably; presents with confidence; gauges audience reaction, interest, and understanding, and adjusts communication style or content accordingly.

Collaboration
- Accepts and appreciates other people; demonstrates courtesy…