Service Advocate

1 week ago


Golden, Colorado, United States On Tap Credit Union Full time
Job Description

At On Tap Credit Union, we're committed to delivering exceptional financial solutions to our members. As a Service Advocate, you'll play a vital role in providing paramount member service by processing efficient and accurate transactions, assisting members with account and loan-related service requests, and conducting high-level customer service.

Key Responsibilities:

  • Process transactions with the utmost 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 a 401k match.
  • Dress Code Extraordinaire: Casual-dress work environment with On Tap branded gear and beer gear options.
  • Wellness Center: Deeply discounted access to a state-of-the-art workout facility.
  • Make the Grade: Regular career coaching and education expense reimbursement.

We're an Equal Opportunity Employer committed to providing 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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