Universal Advocate

On Tap Credit Union•Arvada, CO

7d•$23 - $26•Onsite

About The Position

On Tap Credit Union, formerly Coors Credit Union, is seeking a Universal Advocate. With a rich heritage spanning over 60 years, the credit union has evolved to serve members who embrace the Colorado lifestyle and the beer culture. The organization aims to be inclusive, preserve its heritage, enhance attention to detail, and commit to its communities. The Universal Advocate role is an opportunity to join a robust financial institution dedicated to crafting financial opportunities and helping members achieve their goals.

Requirements

At least 2 years of financial services experience in a credit union or banking environment.
High school degree or GED equivalent.
Possess the K.E.G. of Excellence (Kindness, Elegance, Genuineness).
Colorado notary, or ability to obtain within 90 days.
Proven exceptional customer service skills.
Regular and predictable attendance is a must.

Nice To Haves

Ability to organize and prioritize effectively.
Strong listening skills.
Excellent time management skills.
Command of software including Microsoft Suite (Outlook, Word, Excel, etc.), Symitar, Loans PQ, and Xpress Apps.
Ability to set high standards of performance, quality, and accountability.
Willingness to learn from others and share knowledge.

Responsibilities

Provide distinguished member service.
Act as both a Service Advocate and a Financial Advocate.
Efficiently and accurately process transactions.
Perform general account maintenance.
Open new accounts.
Assist members with their financial queries.
Conduct outbound calls for marketing campaigns and member maintenance.
Educate members on financial products and services and recommend suitable options.
Multi-task and meet deadlines.
Actively participate in community and business-related events (at least one per year).
Establish and maintain effective partnerships across all levels of the credit union.

Benefits

Medical coverage
Dental coverage
Vision coverage
PTO (paid time off)
Financial loan programs
Birthday off as a holiday
401k matching (100% of the first 5% invested, pre-taxed and 100% vested the month following hire date)
Casual-dress work environment with clothing stipends
Deeply discounted Wellness Center access ($5.00/month) with fitness classes
Tuition reimbursement (75% of education expenses up to $2,500 annually after one year of employment)
Career coaching