Service Advocate

2 weeks ago


Golden, Colorado, United States On Tap Credit Union Full time
About On Tap Credit Union

On Tap Credit Union is a financial institution with a rich heritage, serving members in Colorado and beyond. Our story began over 60 years ago, and we've grown to become a robust financial institution with a focus on delivering first-class financial solutions.

We're committed to being inclusive, preserving our heritage, and enhancing our attention to detail. Our primary goals are to craft financial opportunities and bring the dream of the Colorado lifestyle to every member of our community.

Job Description

We're seeking a Service Advocate to join our team. As a Service Advocate, you'll be responsible for providing paramount member service by processing efficient and accurate transactions. You'll assist members with account and loan-related service requests, possess a clear understanding of advocacy-based referrals, and conduct high-level customer service.

Key Responsibilities
  • Process transactions with timeliness and accuracy, including deposits, withdrawals, transfers, loan payments, cashier's checks, and other services.
  • Process member requests such as wires, automatic transfers, notaries, and other services.
  • Effectively manage member traffic flow in the branch.
  • Identify opportunities for continued financial success by referring our service partners.
  • Resolve and/or appropriately escalate member concerns.
  • Maintain the member's trust through honesty, commitment, information protection, and respect.
  • Tactfully question and actively listen to identify, then determine specific member needs.
Requirements
  • High school diploma or GED.
  • Minimum of one year of cash handling experience.
  • Experience in a financial institution or similar environment, preferred.
  • Previous sales or customer service skills & experience, required.
  • Regular and predictable attendance is a must.
What We Offer
  • Growth and Development: Your input & influence could be invaluable in the department's development & success.
  • Benefits Worth a Double-Take: Medical, dental, and vision coverage, PTO (paid time off), financial loan programs, and more.
  • 401k Perk: We'll jump-start your savings by matching your contributions (100% of the first 5% you invest).
  • Dress Code Extraordinaire: Casual-dress work environment with On Tap branded gear and beer gear.
  • Wellness Center: Deeply discounted access to a state-of-the-art workout facility.
  • Make the Grade: On Tap believes in supporting our employees by offering regular career coaching and underwriting 75% of your education expenses up to $2,500 each year after one full year of employment.

We're an Equal Opportunity Employer who provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.


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