Part Time Branch Member Advocate

Primarily 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 member’s 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 Colorado’s Core Values and Services and Solutions expectations.

Responsibilities

Provide effective member service for Credit Union of Colorado members; open new member accounts and service existing accounts; offer solutions tailored to individual member needs while safeguarding member information; maintain knowledge in all credit union programs; provide deposit, consumer and mortgage loan, and money management services; collaborate across branches and support departments; demonstrate flexibility in roles including teller operations, reception, consumer and mortgage loans; complete branch reporting and balancing as needed; assist coworkers with learning; comply with NCUA requirements and register as a Mortgage Loan Originator; obtain and maintain Series 30, Membership Officer, Notary, and Lending Authority as required; adhere to all Federal and State laws and regulations including the Bank Secrecy Act and OFAC; responsible for compliance with FACTA, BSA and the Anti Money Laundering Act

Requirements

High school diploma or GED required; demonstrated analytical, accuracy, and problem-solving skills within a work environment; ability to communicate verbally clearly and effectively and in writing; ability to add, subtract, multiply, and divide; typing and data entry; 10-key calculator; Microsoft Word, Excel, and Outlook; 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; 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; responsible for compliance with the Fair and Accurate Credit Transaction Act, the Bank Secrecy Act and the Anti Money Laundering Act

Nice to have

Six months related experience working in a financial retail environment preferred; two to three years of direct retail sales experience and cash handling preferred; Symitar and DocuSign systems a plus

Benefits

Pay-for-performance compensation program including bonuses for all employees; competitive benefits package