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General Purpose of the Position
Primarily responsible for providing effective member service for Credit Union of Colorado members by utilizing excellent, in-depth knowledge of company products and services to find the best solutions for our members. A Member Advocate is compassionate, approachable, and dedicated to enriching the member’s experience with our organization. The individual in this position is passionate about connecting with people, building trust and providing a level of expertise that is unmatched in the industry, by maintaining a deep knowledge of financial products and services including deposit accounts, consumer loans, mortgage loans, and self-service products. They must advocate for our members in pursuit of a better outcome, always “owning” the member experience to create confidence in finding the best solutions. A Member Advocate must effectively carry out the essential duties of this position in a manner that consistently demonstrates Credit Union of Colorado’s Core Values and Services and Solutions expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES (includes the following). May perform other duties as requested or assigned.
Requirements
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED) required and 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.
OTHER SKILLS AND ABILITIES
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.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is typically required to sit for long periods. The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop, and reach with hands and arms. The employee will occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core Competencies
MEMBER FOCUSED
Creates trust by building relationships and actively discovers the right solutions for Members and peers; understands that the credit union exists because of Member trust and loyalty in the organization and employees; is passionate and dedicated to meeting the expectations and requirements of internal and external Members.
COOPERATION AND TEAMWORK
Relates well to all kinds of people; builds appropriate rapport; works harmoniously with others; uses and understands diplomacy and tact; encourages collaboration; seeks opinions; is candid with peers; values working relationships. Readily puts in extra effort to accomplish important tasks.
DECISION QUALITY
Understands the member’s best interest is first; demonstrates decisions which are based on creating the best possible outcome for the member; makes decisions based on a mixture of analysis, wisdom, experience, and judgment; most recommendations and decisions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
PROBLEM SOLVING
Uses rigorous logic and methods to solve difficult problems creating effective solutions; is resilient and will own the solution and the problem; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn’t stop at the first answers.
ACTION ORIENTED
Pushes self and others to achieve the best possible results for the Member, organization, and employees; proactively seeks out opportunities; raises hand, rather than waits to be asked; not fearful of acting with a minimum of planning; understands that it’s OK to make a mistake (fail forward).
ADAPTABLE
Learns on the fly; is a relentless, versatile and an active learner; open to change; can learn new skills and knowledge; analyzes both successes and failures for opportunities to improve; understands that different situations and levels may call for different skills and approaches; works to deploy strengths; works on compensating for weaknesses and limits.
INNOVATION
A cultural mindset that supports new ideas, fosters experimentation, and drives continuous improvement to deliver member value.
Combines and brings forward ideas in unique ways to make connections between disparate ideas; willingness to explore different lines of thought and suggestions and try new ideas through experimentation, views situations from multiple perspectives; brainstorms multiple approaches/solutions to benefit members.
We are an Equal Opportunity Employer, Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity/Religion/National Origin
Full Time
$43k-55k (estimate)
05/07/2024
05/20/2024
cuofco.org
FORT COLLINS, CO
100 - 200
1934
$50M - $200M
Banking
The credit union was founded by its original members in 1934 and for more than 70 years held the name of Colorado State Employees Credit Union. To better reflect our field of membership, Colorado State Employees Credit Union changed its name on August 31, 2007 to Credit Union of Colorado. Today more than 100,000 members enjoy the benefits of membership, and their credit union is worth more than $1 billion in assets. We have a long history of providing excellent financial products and services to our members, and will uphold our commitment to financial stability and quality service for generati ...
ons to come. Trust is the greatest determinant of success for Credit Union of Colorado and its membership. We create trust by building relationships and actively discovering the right solutions for our Members and each other. To be successful at our organization, you will need to do what is always in the best interest of our members. We look for people with diverse service and financial industry experience that have a passion to help others. Our motto is Here to Help, if this is one of your values, we encourage you to apply for one of our positions.
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The following is the career advancement route for Branch Member Advocate positions, which can be used as a reference in future career path planning. As a Branch Member Advocate, it can be promoted into senior positions as a Branch Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Branch Member Advocate. You can explore the career advancement for a Branch Member Advocate below and select your interested title to get hiring information.