Branch Member Advocate
$47,403–$52,146 year
On-siteBroomfield, Colorado, United States
Job Summary
Build rapport with members by asking questions to uncover needs, recommending tailored solutions, and educating them on deposit, consumer, and mortgage loan services. Open new accounts, service existing ones, and perform maintenance tasks like audits and product add-ons while safeguarding member information. Collaborate across branches and departments to facilitate the best outcomes, utilizing delivery channels including telephone, email, and video conferencing. Complete branch reporting, balancing, and onboarding plans while adhering to federal and state compliance requirements such as the SAFE Act and BSA. Maintain knowledge of all credit union programs to deliver exemplary service and accuracy.
Required Qualifications
- High school diploma or general education degree (GED)
- Six months related experience working in a financial retail environment
- Two to three years of direct retail sales experience
- Cash handling experience
- Demonstrated analytical, accuracy, and problem-solving skills within a work environment
- Ability to communicate verbally clearly and effectively
- Ability to communicate 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 skills
- 10-key calculator proficiency
- Microsoft Word proficiency
- Microsoft Excel proficiency
- Microsoft Outlook proficiency
- Symitar system proficiency
- DocuSign system proficiency
- Close vision
- Ability to adjust focus
- Ability to sit for long periods
- Ability to talk or hear
- Ability to stand, walk, stoop, and reach with hands and arms
- Ability to lift and/or move up to 10 pounds
- Registration as a Mortgage Loan Originator in compliance with the SAFE Act
- Series 30 certification
- Membership Officer certification
- Notary certification
- Lending Authority certification
- Compliance with the Fair and Accurate Credit Transaction Act (FACTA)
- Compliance with the Bank Secrecy Act (BSA)
- Compliance with the Anti Money Laundering Act
- Ability to monitor for illegal activity
Desired Qualifications
- Experience working in a financial retail environment
- Direct retail sales experience
- Cash handling experience
- Analytical skills
- Accuracy skills
- Problem-solving skills
- Verbal communication skills
- Written communication skills
- Microsoft Word skills
- Microsoft Excel skills
- Microsoft Outlook skills
- Symitar system skills
- DocuSign system skills
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
- Typing and data entry skills
- 10-key calculator proficiency
- Close vision
- Ability to adjust focus
- Ability to sit for long periods
- Ability to talk or hear
- Ability to stand, walk, stoop, and reach with hands and arms
- Ability to lift and/or move up to 10 pounds
- Registration as a Mortgage Loan Originator in compliance with the SAFE Act
- Series 30 certification
- Membership Officer certification
- Notary certification
- Lending Authority certification
- Compliance with the Fair and Accurate Credit Transaction Act (FACTA)
- Compliance with the Bank Secrecy Act (BSA)
- Compliance with the Anti Money Laundering Act
- Ability to monitor for illegal activity
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