Credit Union of Colorado · 1 day ago
Branch Member Advocate
Durango, CO
Full-time
Onsite
New Grad, Entry Level
$22.80/hr - $25.08/hr
0+ years expCredit Union of Colorado is dedicated to providing exceptional member service and is seeking a Branch Member Advocate. The role involves assisting members with account services, educating them about products, and fostering a positive member experience while adhering to compliance regulations.
BankingFinancial Services
Responsibilities
Consistently 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 always 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
Knowledgeable and effective with all delivery channels to include member-facing, telephone, email, video conferencing, etc
Successfully complete onboarding plan and incorporate/display a member centric approach when serving members
Assume responsibility for 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
Required to comply with NCUA requirements and register as a Mortgage Loan Originator and keep a 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. This may include, but is not limited to, opening, and closing the branch, assisting the branch with real estate and consumer loan closings, and representing the Credit Union at external events
Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position
Qualification
Required
High school diploma or general education degree (GED) required
Six months related experience working 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 within a work environment
Ability to communicate verbally clearly and effectively and in writing
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Typing and data entry; 10-key calculator
Microsoft Word, Excel, and Outlook; Symitar and DocuSign systems a plus
Required to comply with NCUA requirements and register as a Mortgage Loan Originator and keep a 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
Responsible for compliance with the Fair and Accurate Credit Transaction Act (FACTA), the Bank Secrecy Act (BSA) and the Anti Money Laundering Act, including monitoring for such illegal activity as it applies to this position
Preferred
Six months related experience working in a financial retail environment preferred
Two to three years of direct retail sales experience and cash handling preferred
Benefits
Pay-for-performance compensation program including bonuses for all employees
Competitive benefits package
Company
Credit Union of Colorado
Credit Union of Colorado is a company that specializes in financial services its headquartered in Denver, Colorado.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Terry Leis
CEO
Chad Bollinger
Chief Financial Officer
Recent News
2025-09-12
GlobalFinTechSeries
2025-09-09
The Business Times
2025-08-21
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