Branch Member Advocate

Credit Union of Colorado

Location
Durango
Employment type
unknown
Posted
Posted
  • Branch Member Advocates

About the role

Hourly Pay Range: $22.79 - $25.07, depending on experience We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings. Remote Eligible: No General Purpose of the Position Th is role delivers exceptional service by leveraging in-depth knowledge of Credit Union of Colorado’s products to offer the best solutions for members. Compassionate and approachable, the Member Advocate build s trust, connect s with people, and enhance s the member experience. This role requires knowledge in deposit accounts, consumer and mortgage loans, and self-service products. Advocating for members, they take ownership of each interaction, ensuring confidence in the solutions provided. The Member Advocate consistently upholds the credit union’s Core Values and Service expectations. Essential Duties and Responsibilities Member Service: Build rapport, identify member needs and recommend appropriate financial services, such as share accounts, loans, credit cards, digital banking and investment services. Demonstrate our “Here to help” and “Honestly Good” culture. Open and maintain deposit accounts, including checking, savings, certificates of deposit, and IRAs. Assist members with loan applications, providing guidance on requirements and next steps. Cross-identify credit union products and services to enhance overall member experience. Assist members with routine financial transactions, including deposits, withdrawals, loan payments, wire transfers, check cashing, and other services. Educate members on digital banking services and help with online and mobile banking enrollment. Provide account maintenance services such as updating personal information, processing account disputes, ordering checks, and card issuance. Relationship Building: Work seamlessly with branches and support teams to deliver the best solutions for members. Take ownership of personal and professional growth through training, collaboration, and teamwork while supporting coworkers in their learning. Operational Support: Assist with branch opening and closing procedures. Balance cash drawers and ensure accurate end-of-day settlements. Support the branch team by meeting or exceeding scorecard expectations through exceptional member service, accuracy, and member-centric behaviors. Handle account maintenance, including audits and product add-ons. <li data-leveltext="" data-font="Symbol" data-listid="29" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridM

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