Member Experience Advocate - Branch Services

Credit-Union-of-Colorado; Colorado Springs (CO); On-site; USD 31,000 - 35,000; Full time

Benefits offered by this job

Bonuses for all employees

Competitive benefits package

Job summary

Credit Union of Colorado is seeking a Member Advocate in Colorado Springs to deliver exceptional member service and to advocate for members’ financial solutions. The role requires knowledge of deposits, loans, and self-service products, and emphasizes ownership of member interactions while upholding core values.

The position supports digital banking enrollment, cross-selling, and adherence to BSA/AML rules, with a pay-for-performance program and bonuses for all employees.

Qualifications

• Excellent communication and connection with others.
• Ability to build effective relationships with staff and the public.
• Ability to apply interpersonal skills to develop member confidence and trust.
• Proficiency with common business software and devices.
• Good judgment in applying policies and procedures.
• Strong math and data entry skills.
• Ability to inspire trust within teams and the organization.

Responsibilities

• Build rapport, identify member needs and recommend financial services.
• Open and maintain deposit accounts (checking, savings, CDs, IRAs).
• Assist with loan applications and guidance on requirements.

Skills

Customer service

Financial products knowledge

Cash handling

Interpersonal skills

Technology aptitude

Education

High school diploma or GED

Tools

Symitar

DocuSign

Job description

Credit Union of Colorado is seeking a Member Advocate in Colorado Springs to deliver exceptional member service and to advocate for members’ financial solutions. The role requires knowledge of deposits, loans, and self-service products, and emphasizes ownership of member interactions while upholding core values.

The position supports digital banking enrollment, cross-selling, and adherence to BSA/AML rules, with a pay-for-performance program and bonuses for all employees.