Lead Credit Union Advisor; OKC-Edmond

Position Summary

The Lead Credit Union Advisor I plays a key role in delivering exceptional member service by assisting with transactions, deposit and loan account opening and maintenance. They support branch operations by working closely with the Branch Manager to ensure daily tasks such as cash management, auditing, and opening/closing procedures are completed efficiently. Additionally, this role involves coaching and developing team members to enhance performance and service quality, contributing to the overall success of the branch.

Credit Union Advisors I, II, III (dependent upon location).

• Assist members and non‑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). Full cycle lending.
• 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, including account maintenance functions.
• Assist Branch Manager or Regional Director with duties including, but not limited to, opening and/or closing the branch; assist with performance appraisals, coordinating employee schedules, coaching, mentoring, and training of other CUAs.
• Ensure accuracy and compliance in cash handling, account management, and lending processes. Oversee cash controls, verify transaction accuracy, and assist with audits to mitigate risk. Review deposit and loan accounts for accuracy, ensuring adherence to policies and regulatory requirements.
• Balance branch nightly, which may include vault, cash recycler, coin machine, and cash drawers to assure that all transactions are properly accounted for and reported. Plan the cash needed for each station and fill cash recyclers with cash for the day; sell money to recyclers and CUAs during the day buying/selling cash to/from vault.
• Contribute to the achievement of credit 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 Keystone to help determine member needs and refer appropriate services.
• Assist members by providing knowledge, specifically related to questions on IRA, Trust, and life stages (specialty services) products, and/or services that TTCU offers.
• Provide effective supervision, development, and performance management of direct reports. Provide day‑to‑day guidance, set clear expectations, and ensure team members consistently deliver high quality member service aligned with the credit union's values, policies, and strategic objectives. Actively coach employees through regular one‑on‑one meetings, observation, and feedback, focusing on skill development, product knowledge, sales effectiveness, and compliance adherence. Monitor performance metrics, address performance gaps in a timely and constructive manner, and reinforce accountability while fostering a collaborative, inclusive, and high‑engagement work environment.

High School Diploma or GED required.

Bachelor's degree in business, finance, or other related discipline preferred.

Must have and maintain a valid driver's license.

Ability to become a notary public.

Pass Branch Operations Credit Union Advisor III Exam (80% or higher).

External applicants or applicants outside of Branch Operations must, within twelve (12) months of hire:

• Complete and pass TTCU's Teller Training Program.
• Complete and pass TTCU's Credit Union Advisor Training Program.
• Obtain Certified Financial Counselor Certification (FiCEP).
• Pass Branch Operations Credit Union Advisor III Exam (80% or higher).

Customer service experience in banking, retail, or other related field: 2‑3 years.

Previous supervisor experience, preferred.

Bilingual skills in Spanish.

Ability to learn and use proprietary computer software.

Intermediate knowledge in the use of PC, tablets, mobile…