Relationship Advisor

Description

Tyndall Federal Credit Union is an established Credit Union based in Panama City, Florida with branches across the Florida Panhandle and South Alabama. We offer our employees a family-orientated work environment with numerous exciting benefits and career growth. We are looking for the next member of our #Team Tyndall family!

Our Mission:

Tyndall Federal Credit Union is committed to making a meaningful difference in the lives of our members. We take pride in the great care we offer our members and employees alike!

• Our Credit Union serves more than 100,000 members.
• We believe in helping our members reach their financial goals and making dreams come true along the way!
• We believe having a diverse workforce yields greater innovation, inclusion, and creativity.
• Tyndall Federal Credit Union knows the importance of philanthropy in our communities. That’s why in addition to giving back through community service grants and sponsorship, we encourage our employees to volunteer in their community – and get paid while they’re doing it!

Benefits:

• Family First Leave
  - Providing 12 weeks of 100% paid bonding time to all Full Time Eligible employees.
• We offer an excellent 401(k) plan with generous employer matching.
• All employees receive 16 paid community volunteer hours.
• Full Time (up to 40 hours per week) positions also offer 11 paid holidays, paid time off, excellent health/vision/dental benefits and more!

Tyndall Federal Credit Union is based in Panama City, Florida. This position will be located at our Panama City Beach Branch!

Why Should You Apply?

Tyndall Federal Credit Union offers an exceptional employee experience that includes comprehensive benefits, a culture of appreciation, flexibility, a family-oriented atmosphere, and rewarding work.

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 Culture:

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.

Essential Functions & Responsibilities:

• 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 ordering 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…