Branch Member Advocate New Durango

OverviewHourly Pay Range: $22.80 - $25.08, 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.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 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.Essential Duties and ResponsibilitiesConsistently 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 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.Be knowledgeable and effective with all delivery channels to include member-facing, telephone, email, video conferencing, etc.Successfully complete onboarding plan and display a member-centric approach when serving members.Commit to personal and professional development through training, collaboration, and teamwork.Meet or exceed scorecard expectations in demonstrating exemplary member service, accuracy, and Member Centricity. Open and perform maintenance on accounts such as audits and product add-ons.Complete branch reporting and balancing as needed.Assist coworkers with learning.Comply with NCUA requirements and register as a Mortgage Loan Originator and maintain 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 CUofCO’s 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, including but not limited to opening/closing the branch, assisting with real estate and consumer loan closings, and representing the Credit Union at external events.Responsible for compliance with FACTA, BSA, and the Anti-Money Laundering Act, including monitoring for such activity as it applies to this position.RequirementsEducation and ExperienceHigh school diploma or GED required. Six months related experience 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. Ability to communicate clearly and effectively verbally and in writing.Other Skills and AbilitiesAbility to perform basic arithmetic; typing and data entry; 10-key calculator. Proficiency with Microsoft Word, Excel, and Outlook; Symitar and DocuSign systems are a plus.Physical DemandsTypical duties require sitting for long periods; speaking and listening; occasional standing, walking, bending, and reaching with hands and arms. May lift/move up to 10 pounds. Specific vision abilities include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.Equal Opportunity EmployerCredit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws.Applicant InformationPlease note applicants can redact any information that identifies their age, birth date, or dates of schooling on their resume or any additional materials provided. #J-18808-Ljbffr