Branch Member Advocate
Listed on 2025-12-12
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Bilingual, Banking & Finance
Hourly Pay Range: $22.80 - $25.08, depending on experience
We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://(Use the "Apply for this Job" box below). for a high-level overview of our benefits package and bonus offerings.
Remote Eligible:
No
- 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.
- Knowledgeable 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.
- Assume 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.
- Required to comply with NCUA requirements and register as a Mortgage Loan Originator and keep a current registration in compliance with the SAFE Act.
- Obtain and maintain Series 30, Membership Officer, Notary, and Lending Authority as required (and as defined by CUofCO’s Consumer Lending Department).
- Adhere to all Federal and State laws and regulations applicable to the credit union, including but not limited to the Bank Secrecy Act and OFAC.
- Other duties as assigned. This may include, but is not limited to, opening, and closing the branch, assisting the branch with real estate and consumer loan closings, and representing the Credit Union at external events.
- Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position.
- 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.
- 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 Docu Sign systems a plus.
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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