Temporary Branch Member AdvocateNew

Credit Union Of Colorado • Golden, CO

381d • $46,259 - $50,877 • Onsite

About The Position

The Temporary Branch Member Advocate is primarily responsible for providing effective member service at the Credit Union of Colorado. This role requires a compassionate and approachable individual dedicated to enriching the member experience by utilizing in-depth knowledge of financial products and services. The Member Advocate will connect with members, build trust, and advocate for their needs, ensuring a high level of service and expertise in various financial offerings.

Requirements

• High school diploma or GED required.
• Six months related experience 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.
• Ability to communicate clearly and effectively, both verbally and in writing.
• Proficiency in basic math operations and data entry.
• Familiarity with Microsoft Word, Excel, and Outlook; experience with Symitar and DocuSign is a plus.

Nice To Haves

• Experience in a customer service role within the financial industry.
• Knowledge of mortgage loan processes and regulations.

Responsibilities

• Build rapport with members and uncover their needs to recommend tailored solutions.
• Open new member accounts and service existing accounts while safeguarding member information.
• Maintain knowledge of all credit union programs to ensure exemplary service and accuracy.
• Provide deposit, consumer, and mortgage loan services to members.
• Collaborate with other branches and support departments to facilitate appropriate solutions for members.
• Demonstrate flexibility in various roles including teller operations and reception duties.
• Effectively use all delivery channels such as in-person, telephone, email, and video conferencing.
• Complete onboarding and display a member-centric approach in service delivery.
• Meet or exceed scorecard expectations in member service and accuracy.
• Perform maintenance on accounts and assist with branch reporting and balancing as needed.
• Comply with NCUA requirements and maintain necessary registrations and licenses.
• Adhere to all applicable federal and state laws and regulations.

Benefits

• Pay-for-performance compensation program including bonuses.
• Competitive benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED