Financial Services Advocate

2 weeks ago

Canon City, United States Credit Union Of Colorado Full time

Hourly Pay Range: $23.64, based on experience

We provide a performance-based compensation structure, including bonuses for all staff, alongside a competitive benefits package. Refer to our overview for details on our benefits and bonus programs.

Remote Eligible: No

Position Overview

The primary role involves delivering exceptional member service for Credit Union of Colorado clients by leveraging comprehensive knowledge of our offerings to identify optimal solutions. A Member Advocate is empathetic, approachable, and committed to enhancing the member experience with our organization. This individual is enthusiastic about engaging with clients, fostering trust, and providing unparalleled expertise by maintaining an extensive understanding of financial products and services, including deposit accounts, consumer loans, mortgage loans, and self-service options. They must champion our members in their pursuit of improved outcomes, consistently owning the member experience to instill confidence in identifying the best solutions. A Member Advocate must effectively execute the essential responsibilities of this role in a manner that consistently reflects Credit Union of Colorado's Core Values and Service Expectations.

Key Responsibilities (includes but is not limited to):

  • Build rapport consistently, ask insightful questions to uncover needs, recommend tailored solutions, educate members about our service options, and embody our supportive culture.
  • Open new member accounts, service existing accounts, and provide solutions customized to individual member requirements while ensuring the confidentiality of member information.
  • Maintain comprehensive knowledge of all credit union programs, ensuring exemplary service and accuracy for all members.
  • Offer deposit, consumer, and mortgage loan services, as well as money management assistance to members.
  • Collaborate across branches and support departments to ensure the best and most suitable solutions for our members.
  • Exhibit flexibility in taking on various roles and responsibilities, including teller operations, reception, consumer, and mortgage loans.
  • Demonstrate proficiency with all communication channels, including in-person, telephone, email, and video conferencing.
  • Successfully complete the onboarding plan and adopt a member-centric approach in service delivery.
  • Take responsibility for personal and professional growth through training, collaboration, and teamwork.
  • Meet or exceed performance expectations in demonstrating outstanding member service, accuracy, and Member Centricity. Manage account maintenance tasks such as audits and product enhancements.
  • Complete branch reporting and balancing as required.
  • Assist colleagues in their learning processes.
  • Comply with regulatory requirements and maintain necessary registrations.
  • Adhere to all applicable federal and state laws and regulations related to credit union operations.
  • Perform additional duties as assigned, which may include branch opening and closing, assisting with loan closings, and representing the Credit Union at external events.
  • Ensure compliance with the Fair and Accurate Credit Transactions Act (FACTA), the Bank Secrecy Act (BSA), and the Anti-Money Laundering Act, including monitoring for illegal activities as they pertain to this position.

Qualifications

Education and Experience

A high school diploma or GED is required, with six months of relevant experience in a financial retail environment preferred. Two to three years of direct retail sales experience and cash handling is also preferred. Strong analytical, accuracy, and problem-solving skills are essential.

Skills and Abilities

Ability to perform basic arithmetic operations using whole numbers, fractions, and decimals. Proficient in typing and data entry; familiarity with Microsoft Word, Excel, and Outlook; experience with Symitar and DocuSign systems is a plus.

Physical Requirements

While performing the duties of this role, the employee is typically required to sit for extended periods. The employee frequently needs to communicate verbally and listen attentively. Occasional standing, walking, stooping, and reaching may be required, as well as lifting or moving up to 10 pounds. Specific vision abilities required include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Core Competencies

Member Focused

Builds trust through relationship development and actively seeks the right solutions for members and colleagues; understands the importance of member trust and loyalty; is dedicated to meeting the expectations of both internal and external members.

Cooperation and Teamwork

Relates well to diverse individuals; fosters rapport; collaborates effectively; employs diplomacy and tact; encourages teamwork; values constructive relationships.

Decision Quality

Prioritizes the best interests of members; makes informed decisions based on analysis, experience, and sound judgment; is sought after for advice and solutions.

Problem Solving

Utilizes logical methods to address complex issues and create effective solutions; demonstrates resilience and ownership of both problems and solutions.

Action Oriented

Drives self and others to achieve optimal results for members and the organization; proactively identifies opportunities; embraces action with minimal planning.

Adaptable

Embraces learning and change; analyzes successes and failures for improvement opportunities; applies strengths effectively while addressing weaknesses.

Innovation

Supports new ideas and continuous improvement to enhance member value; combines diverse ideas to create unique solutions.

We are an Equal Opportunity Employer, welcoming applicants from all backgrounds, including Females, Minorities, Veterans, Disabled individuals, and those of various Sexual Orientations, Gender Identities, Religions, and National Origins.

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