Branch Member Advocate
Required skills
- deposit accounts
- consumer loans
- mortgage loans
- self-service products
- share accounts
- credit cards
- digital banking
- investment services
- checking
- savings
Nice to have
- financial retail environment
- retail sales
- cash handling
- analytical
- accuracy
- Microsoft Word
Role summary
Credit Union of Colorado is seeking a Branch Member Advocate to deliver exceptional service by leveraging in-depth knowledge of their products to offer the best solutions for members. This role requires knowledge in deposit accounts, consumer and mortgage loans, and self-service products. The Member Advocate will build rapport, identify member needs, open and maintain deposit accounts, assist with loan applications, and educate members on digital banking services. They will also handle routine financial transactions, account maintenance, and ensure compliance with regulations like NCUA, BSA, and OFAC. The ideal candidate will have strong communication and interpersonal skills, the ability to exercise good judgment, and experience in a financial retail environment is a plus.
Remote Eligible: No
General Purpose of the Position
This role delivers exceptional service by leveraging in-depth knowledge of Credit Union of Colorado’s products to offer the best solutions for members. Compassionate and approachable, the Member Advocate builds trust, connects with people, and enhances the member experience. This role requires knowledge in deposit accounts, consumer and mortgage loans, and self-service products. Advocating for members, they take ownership of each interaction, ensuring confidence in the solutions provided. The Member Advocate consistently upholds the credit union’s Core Values and Service expectations.
Essential Duties and Responsibilities
Member Service:
Relationship Building:
Operational Support:
Compliance & Risk Management:
Requirements
Must Haves:
Nice-to-Haves:
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED).
PHYSICAL DEMANDS
While performing the duties of this job, the employee is typically required to remain stationary for long periods and is occasionally required to lift/move or transport up to 10 pounds. Employee will need to occasionally move about inside an office to access files, mail, office machinery, etc. and constantly operates a computer and other office equipment, such as a phone, copier/printer, etc. Will need to position self to maintain computers, including under desks and in the server closet. Employee will frequently communicate with members and co-workers and must be able to exchange accurate information in these situations. Employee will travel to visit CU location as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Competencies
Every position at Credit Union of Colorado is grounded in our organizational Core Values and Core Competencies. These skills and behaviors guide how we work, collaborate, and deliver results. Click here to view our Core Values and Core Competencies on Atlas.
Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.
Please note applicants can redact any information that identifies their age, birth date, or dates of schooling on either their resume or any additional materials provided.
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