Member Advocate: Banking & Loans Expert

Credit-Union-of-Colorado; Highlands Ranch (CO); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Bonuses

Benefits package

Job summary

Credit Union of Colorado is seeking a Member Advocate in Highlands Ranch, CO to deliver outstanding member service and leverage knowledge of our deposit accounts, loans, and self-service options. You will open and service member accounts, educate members on products, and collaborate with branches to provide the best solutions with a member-centric approach.

The role requires effective communication, accuracy, and a willingness to grow through training; high emphasis on regulatory compliance and

Qualifications

• High school diploma or GED required; six months related financial retail experience preferred.
• Two to three years of direct retail sales experience preferred.
• Clear verbal and written communication skills.
• Strong analytical, accuracy, and problem-solving abilities.

Responsibilities

• Open new member accounts and service existing accounts.
• Educate members on products; offer tailored solutions.
• Maintain knowledge of credit union programs and ensure accuracy.
• Provide deposit, loan, and money management services to members.
• Collaborate with branches to deliver best member solutions.

Skills

Customer service

Communication

Sales

Problem solving

Cash handling

Teamwork

Education

High School Diploma or GED

Tools

Symitar

DocuSign

Microsoft Word

Excel

Outlook

Job description

Credit Union of Colorado is seeking a Member Advocate in Highlands Ranch, CO to deliver outstanding member service and leverage knowledge of our deposit accounts, loans, and self-service options. You will open and service member accounts, educate members on products, and collaborate with branches to provide the best solutions with a member-centric approach.

The role requires effective communication, accuracy, and a willingness to grow through training; high emphasis on regulatory compliance and