Financial Advocate
5 days ago
On Tap Credit Union is a financial institution with a rich heritage, dating back over 60 years. Our story began when eight employees from Coors Brewery established the Coors Credit Union, which later evolved into On Tap Credit Union in 2017. We serve members in surrounding Colorado areas and cater to those who enjoy beer and the Colorado lifestyle.
Our primary goals are to be inclusive, preserve our heritage, and enhance our attention to detail while committing to the communities we serve. We aim to craft financial opportunities and bring the dream of the Colorado lifestyle to every member of our community.
Job DescriptionWe are seeking a Financial Advocate to join our team. As a Financial Advocate, you will be responsible for providing distinguished consultative sales and service by proactively uncovering and fulfilling the needs of each member through advocacy. Your goal will be to anticipate member needs and provide appropriate business and consumer recommendations.
Key Responsibilities- Anticipate member needs and provide advocacy-based offerings once a clear understanding of the member's financial situation is uncovered.
- Identify opportunities for continued financial success and refer to our service partners.
- Conduct outbound advocacy calls to build relationships.
- Process new account requests and provide guidance to members whose loan has been denied.
- Analyze and discuss the credit bureau and make appropriate recommendations.
- Promote and refer appropriate ancillary products and services.
- Respond promptly to all communication channels.
- Prior experience: minimum of 2 years in a financial institution preferred.
- Growth and Development: We invest in your thirst for training and help you grow.
- Benefits Worth a Double-Take: Medical, dental, and vision coverage, PTO, and financial loan programs.
- 401k Perk: We match 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.
- Complimentary Massages: Nine opportunities a year to take advantage of chair massages.
- Make the Grade: Regular career coaching and underwriting 75% of your education expenses.
We are 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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