Member Experience Advocate — Financial Services

On-Tap-Credit-Union; Golden (CO); Hybrid; USD 32,000 - 34,000; Full time

Benefits offered by this job

Growth & development

Benefits worth a double-take

401k matching

Dress code casual with branded gear

Wellness center access

Employee loan rates

Career coaching & education support

Collaborative colleagues

Job summary

On Tap Credit Union in Golden, Colorado, is seeking a Communications Advocate to assist members with accounts, loans, and inquiries. The role emphasizes relationship building, clear communication, and using the right tools to guide members toward financial solutions.

The ideal candidate has at least one year of call center experience in a financial setting and a high school diploma, with reliable attendance being essential. This position offers a hybrid work arrangement and growth opportunities.

Qualifications

• This is not an entry level role; prior banking or CU experience is required.
• Minimum of one year call center experience preferred in a financial institution.
• Regular and predictable attendance is required.

Responsibilities

• Serve as a conduit for current and prospective members handling accounts and loan-related issues.
• Process transactions, address inquiries, and offer suitable solutions.
• Build relationships with members and provide accurate information about products and services.
• Utilize available tools to guide members toward financial success and resolve issues on first contact.

Skills

Call center experience

Banking knowledge

Reliable attendance

Communication skills

Education

High school diploma or equivalent

Job description

On Tap Credit Union in Golden, Colorado, is seeking a Communications Advocate to assist members with accounts, loans, and inquiries. The role emphasizes relationship building, clear communication, and using the right tools to guide members toward financial solutions.

The ideal candidate has at least one year of call center experience in a financial setting and a high school diploma, with reliable attendance being essential. This position offers a hybrid work arrangement and growth opportunities.