Member Experience & Financial Advocate

On Tap Credit Union; Arvada (CO); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

401k match

Paid time off

Medical, dental, vision

Dress code casual

Education assistance

Job summary

On Tap Credit Union in Colorado is seeking a Universal Advocate to provide distinguished member service and support across service and financial advocacy. You will process transactions, open and maintain accounts, and educate members on financial products designed for their goals.

The role emphasizes community involvement, collaboration across teams, and adherence to our KEG of Excellence—Kindness, Elegance, and Genuineness—to promote our beer heritage and Colorado lifestyle.

Qualifications

• At least 2 years of financial services experience in credit union or banking.
• Colorado notary, or ability to obtain within 90 days.
• Regular and predictable attendance is a must!

Responsibilities

• Assist members with their financial queries.
• Conduct outbound calls for marketing campaigns & member maintenance.
• Accurately process transactions in a timely manner.
• Educate members on our financial products and services, then recommend the right fit.
• Actively participate in community and business-related events (no less than one event per year).
• Establish, then maintain effective partnerships across all levels of the credit union.

Skills

Customer service

Time management

Organization

MS Office

Education

High school diploma or GED

Tools

Symitar

Loans PQ

Xpress Apps

Job description

On Tap Credit Union in Colorado is seeking a Universal Advocate to provide distinguished member service and support across service and financial advocacy. You will process transactions, open and maintain accounts, and educate members on financial products designed for their goals.

The role emphasizes community involvement, collaboration across teams, and adherence to our KEG of Excellence—Kindness, Elegance, and Genuineness—to promote our beer heritage and Colorado lifestyle.