Branch Member Advocate

General Purpose of the Position

Primarily responsible for providing effective member service for Credit Union of Colorado members by utilizing excellent, in-depth knowledge of company products and services to find the best solutions for our members. A Member Advocate is compassionate, approachable, and dedicated to enriching the member’s experience with our organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Consistently build rapport, ask questions to uncover needs, recommend solutions, educate our members about our convenient service options, and demonstrate our “here to help” culture.
• Open new member accounts, service existing accounts, offer solutions tailored to individual member needs, while safeguarding member information.
• Maintain knowledge in all credit union programs, ensuring exemplary service and accuracy is delivered to all members.
• Provide deposit, consumer and mortgage loan, and money management services to members.
• Collaborate across all branches and support departments, to always facilitate the best and most appropriate solutions for our members.
• Demonstrate flexibility in assuming a variety of roles and responsibilities including, but not limited to, teller operations, reception, consumer, and mortgage loans.
• Knowable and effective with all delivery channels to include member-facing, telephone, email, video conferencing, etc.
• Successfully complete onboarding plan and incorporate/display a member centric approach when serving members.
• Absorb responsibility for personal and professional development through training, collaboration, and teamwork.
• Meet or exceed scorecard expectations in demonstrating exemplary member service, accuracy, and Member Centricity.
• Open and perform maintenance on accounts such as audits and product add-ons.
• Complete branch reporting and balancing as needed.
• Assist coworkers with learning.

Requirements

• High school diploma or general education degree (GED) required and six months related experience working in a financial retail environment preferred.
• Two to three years of direct retail sales experience and cash handling preferred.
• Demonstrated analytical, accuracy, and problem-solving skills within a work environment.
• Ability to communicate verbally clearly and effectively and in writing.

OTHER SKILLS AND ABILITIES

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Typing and data entry; 10-key calculator.
• Microsoft Word, Excel, and Outlook; Symitar and DocuSign systems a plus.

PHYSICAL DEMANDS

• Sit for long periods.
• Stand, walk, stoop, and reach with hands and arms.
• Lift and/or move up to 10 pounds.

Pay

Hourly Pay Range: $22.79 - $25.07, depending on experience

Benefits

We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.

Schedule

Remote Eligible: No