Branch Member Advocate (92771)
Company: Credit Union of Colorado
Location: Parker
Posted on: May 16, 2022
Job Description:
Job DetailsJob Location PARKER - Parker, COPosition Type Full
TimeEducation Level High SchoolSalary Range $20.68 - $24.81 Travel
Percentage NoneJob Shift Full-timeJob Category Banking General
Purpose of the PositionPrimarily responsible for providing
effective member service for Credit Union of Colorado members by
utilizing excellent, in-depth knowledge of company products and
services to find the best solutions for our members. A Member
Advocate is compassionate, approachable, and dedicated to enriching
the members experience with our organization. The individual in
this position is passionate about connecting with people, building
trust and providing a level of expertise that is unmatched in the
industry, by maintaining a deep knowledge of financial products and
services including deposit accounts, consumer loans, mortgage
loans, and self-service products. They must advocate for our
members in pursuit of a better outcome, always owning the member
experience to create confidence in finding the best solutions. A
Member Advocate must effectively carry out the essential duties of
this position in a manner that consistently demonstrates Credit
Union of Colorados Core Values and Services and Solutions
expectations.ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the
following). May perform other duties as requested or assigned.
- Consistently build rapport, ask questions to uncover needs,
recommend solutions, educate our members about our convenient
service options, and demonstrate our here to help culture.
- Open new member accounts, service existing accounts, offer
solutions tailored to individual member needs, while safeguarding
member information.
- Maintain knowledge in all credit union programs, ensuring
exemplary service and accuracy is delivered to all members.
- Provide deposit, consumer and mortgage loan, and money
management services to members.
- Collaborate across all branches and support departments, to
always facilitate the best and most appropriate solutions for our
members.
- Demonstrate flexibility in assuming a variety of roles and
responsibilities including, but not limited to, teller operations,
reception, consumer and mortgage loans.
- Knowledgeable and effective with all delivery channels to
include member-facing, telephone, email, video conferencing,
etc.
- Successfully complete onboarding plan and incorporate/display a
member centric approach when serving members.
- Assume responsibility for personal and professional development
through training, collaboration, and teamwork.
- Meet or exceed scorecard expectations in demonstrating
exemplary member service, accuracy, and Member Centricity
behaviors. Open and perform maintenance on accounts such as audits
and product add-ons.
- Complete branch reporting and balancing as needed.
- Assist coworkers with learning.
- Required to comply with NCUA requirements and register as a
Mortgage Loan Originator and keep a current registration in
compliance with the SAFE Act.
- Obtain and maintain Series 30, Membership Officer, Notary, and
Lending Authority as required (and as defined by CUofCOs Consumer
Lending Department).
- Adhere to all Federal and State laws and regulations applicable
to the credit union, including but not limited to the Bank Secrecy
Act and OFAC.
- Other duties as assigned. This may include, but is not limited
to, opening and closing the branch, assisting the branch with real
estate and consumer loan closings, and representing the Credit
Union at external events.
- Responsible for compliance with the Fair and Accurate Credit
Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti
Money Laundering Act, including monitoring for such illegal
activity as it applies to this position. RequirementsEDUCATION AND
EXPERIENCEHigh school diploma or general education degree (GED)
required and six months related experience working in a financial
retail environment preferred. Two to three years of direct retail
sales experience and cash handling preferred. Demonstrated
analytical, accuracy, and problem-solving skills within a work
environment. Ability to clearly and effectively communicate
verbally and in writing.OTHER SKILLS AND ABILITIESAbility to add,
subtract, multiply, and divide in all units of measure, using whole
numbers, common fractions, and decimals. Typing and data entry;
10-key calculator. Microsoft Word, Excel, and Outlook; Symitar and
DocuSign systems a plus.PHYSICAL DEMANDSWhile performing the duties
of this job, the employee is typically required to sit for long
periods. The employee continually is required to talk or hear. The
employee is occasionally required to stand, walk, stoop and reach
with hands and arms. The employee will occasionally lift and/or
move up to 10 pounds. Specific vision abilities required by this
job include close vision and the ability to adjust focus.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. Core
CompetenciesMEMBER FOCUSEDCreates trust by building relationships
and actively discovers the right solutions for Members and peers;
understands that the credit union exists as a result of Member
trust and loyalty in the organization and employees; is passionate
and dedicated to meeting the expectations and requirements of
internal and external Members. COOPERATION AND TEAMWORK Relates
well to all kinds of people; builds appropriate rapport; works
harmoniously with others; uses and understands diplomacy and tact;
encourages collaboration; seeks opinions; is candid with peers;
values working relationships. Readily puts in extra effort to
accomplish important tasksDECISION QUALITY Understands the members
best interest is first; demonstrates decisions which are based on
creating the best possible outcome for the member; makes decisions
based on a mixture of analysis, wisdom, experience, and judgment;
most recommendations and decisions turn out to be correct and
accurate when judged over time; sought out by others for advice and
solutions.PROBLEM SOLVING Uses rigorous logic and methods to solve
difficult problems creating effective solutions; is resilient and
will own the solution and the problem; can see hidden problems; is
excellent at honest analysis; looks beyond the obvious and doesnt
stop at the first answers.ACTION ORIENTED Pushes self and others to
achieve the best possible results for the Member, organization and
employees; proactively seeks out opportunities; raises hand, rather
than waits to be asked; not fearful of acting with a minimum of
planning; understands that its OK to make a mistake (fail
forward).ADAPTABLE Learns on the fly; is a relentless, versatile
and an active learner; open to change; can learn new skills and
knowledge; analyzes both successes and failures for opportunities
to improve; understands that different situations and levels may
call for different skills and approaches; works to deploy
strengths; works on compensating for weaknesses and
limits.INNOVATIONA cultural mindset that supports new ideas,
fosters experimentation and drives continuous improvement to
deliver member value.Combines and brings forward ideas in unique
ways to make connections between disparate ideas; willingness to
explore different lines of thought and suggestions and try new
ideas through experimentation, views situations from multiple
perspectives; brainstorms multiple approaches/solutions to benefit
members.We are an Equal Opportunity Employer,
Females/Minority/Veterans/Disabled/Sexual Orientation/Gender
Identity/Religion/National Origin Associated topics: branch, branch
teller, client, customer, customer service, customer service
representative, deposit, saving, service representative,
teller
Keywords: Credit Union of Colorado, Parker , Branch Member Advocate (92771), Other , Parker, Colorado
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