Branch Member Advocate

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 our benefits page for a high-level overview of our benefits package and bonus offerings.
Remote Eligible: No.

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. A Member Advocate is compassionate, approachable, and dedicated to enriching the member’s experience. They build trust, advocate for members, and own the member experience to create confidence in finding the best solutions.

• Consistently build rapport, ask questions to uncover needs, recommend solutions, educate members about convenient service options, and demonstrate a “here to help” culture.
• Open new member accounts, service existing accounts, offer tailored solutions while safeguarding member information.
• Maintain knowledge of all credit union programs, ensuring exemplary service and accuracy to all members.
• Provide deposit, consumer and mortgage loan, and money management services to members.
• Collaborate across all branches and support departments to facilitate the best and most appropriate solutions for members.
• Demonstrate flexibility in assuming a variety of roles including teller operations, reception, consumer, and mortgage loans.
• Be knowledgeable and effective with all delivery channels: member-facing, telephone, email, video conferencing, etc.
• Successfully complete onboarding plan and incorporate 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 with current registration in compliance with the SAFE Act.
• Obtain and maintain Series 30, Membership Officer, Notary, and Lending Authority as required.
• Adhere to all Federal and State laws and regulations applicable to the credit union, including the Bank Secrecy Act and OFAC.
• Other duties as assigned, including opening and closing the branch, assisting 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 illegal activity as it applies to this position.

High school diploma or GED required and 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 within a work environment. Ability to communicate verbally clearly and effectively and in writing.

Ability to perform basic math operations. Typing and data entry; 10-key calculator. Microsoft Word, Excel, Outlook;
Symitar and Docu Sign systems are a plus.

While performing duties, the employee typically sits for long periods, talks or hears, occasionally stands, walks, stoops, and reaches with hands and arms. The employee may lift and/or move up to 10 pounds. Specific vision abilities include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

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. Applicants may redact any information that identifies their age, birth date, or dates of schooling on any materials provided.