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Senior Financial Advocate II

Company: CREDIT UNIONS CHARTERED I
Location: Arvada
Posted on: May 4, 2022

Job Description:

Job DescriptionOur Story started more than 60 years ago when eight employees from Coors Brewery established the Coors Credit Union. Throughout the past six decades, membership expanded as products and services were introduced with a focus on delivering first-class financial solutions.On Tap Credit Union was born from this rich heritage in 2017 when we changed the name from Coors Credit Union, to include all beer manufacturers, employees, and enthusiasts. In fact, On Tap Credit Union now serves members who live in surrounding Colorado areas and enjoy beer and the Colorado lifestyle. Our primary goals are to be more inclusive while preserving our heritage embracing quality, enhance our attention to detail and commit to the communities where we live.Who We AreOn Tap Credit Union isn't your average financial partner we make banking as easy as enjoying your favorite beverage while providing great financial advice in a friendly and welcoming environment.  With On Tap, Colorado comes first… which is why we offer low loan rates for cars, homes, credit cards AND more.  And with On Tap's mobile app, you can have instant access to your accounts whether you're meeting friends at a local brewery, out on the slopes, or wherever your next adventure takes you. Primary Purpose of PositionThe Senior Financial Advocate will be the branch lead and help oversee the Service Advocates, support the Financial Advocates, and answer general operational questions and support the Branch Manager. When assisting members, the Senior Financial Advocate will be responsible for providing distinguished consultative sales and service by proactively uncovering and fulfilling the needs of each member through advocacy. The goal of this position is to anticipate member needs and provide appropriate business and consumer recommendations. Essential Functions

  • The Senior Financial Advocate will be the branch lead and help oversee the Service Advocates and Financial Advocates, answer general operational questions, and support the Branch Manager.
  • Assist branch staff with questions regarding holds, procedures, member questions, etc.
  • Assist members in branch, over the phone and online with account and loan-related request. This includes processing applications, transactions, answering inquires, and offering solutions to member issues.
  • Analyze and discuss the credit bureau and make appropriate recommendations.
  • Generate/utilize leads to recruit new members, cross-sell products, and services, and expand loan production usage.
  • Responsible for providing consultative sales and service by proactively uncovering and fulfilling the needs of each member through advocacy. Anticipate member needs and provide appropriate business and consumer recommendations.
  • Manage member traffic flow by provide backup to the FA's including originating loans, processing approved loans, opening accounts, and providing product/service referrals, as well as partner referrals for Investments and Wealth Management, Mortgages, etc.
  • Constantly focus on relationship development with members and the local community.
  • Conduct outbound calls for target marketing campaigns, member maintenance and follow-up with incomplete online loan applications. What am I bringing?
    • Member service skills
    • Solid understanding of credit union operational processes and policies
    • Strong analytical and decision-making skills with creative problem-solving skills
    • Requires basic knowledge of computer software applications including spreadsheets, word processing, and presentation applications
    • Coaching and Staff Development experience preferred
    • Bachelor's degree preferred (or equivalent work experience)
    • Sales aptitude
    • 2+ years consumer lending experience preferredDo I supervise direct reports? Yes Compensation Range $22.00-$33.00 Here's What's in it for You:
      • Growth and Development.
      • Benefits - Besides medical, dental, and vision coverage, we've got PTO (paid time off) and financial loan programs to help you achieve your next adventure. And your birthday? We consider this a holiday too and give you a day off to celebrate!
      • HSA Employer Match
      • 20 days of Paid Time Off, 11+ Paid Holidays
      • 401k Perk. We'll jump-start your savings by matching your contributions (100% of the first 5% you invest). Those match dollars are pre-taxed and 100% vested the month following your date of hire.
      • Dress Code with a personality. We've implemented a casual-dress work environment which includes On Tap branded gear, along with the option of brewery gear to showcase our beer heritage and brewery partners. As a bonus, we also give clothing stipends to help you fill your closet.
      • Wellness Center. Deeply discounted at only $10.00 per month, you'll have access to a state-of-the-art workout facility including daily fitness classes like spinning and yoga.
      • Complimentary Massages. You have opportunities throughout the year to take advantage of our chair massages to help you relax and re-charge.
      • Make the Grade. On Tap believes in supporting our employees by offering regular career coaching and underwriting 75% of your education expenses up to $2,500 each year after one full year of employment.
      • Co-workers. We live our purpose and embrace collaboration. We know how to have fun but challenge the status quo, and ensure our members take center-stage. So that's our story. Interested? Then start your application. We want to hear your story. On Tap Credit Union is proud to be an Equal Opportunity Employer who provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation or any other characteristic protected by law.

Keywords: CREDIT UNIONS CHARTERED I, Arvada , Senior Financial Advocate II, Accounting, Auditing , Arvada, Colorado

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