Company: On Tap Credit Union
Posted on: January 24, 2023
Our 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
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
Who We Are
We are not the 800-pound gorilla in the credit union universe, nor
do we want to be. We are a robust financial institution with a
paramount vision to craft financial opportunities and bring the
dream of the Colorado lifestyle to every member of our community.
No matter what our members' next adventure may be, we want to help
them get there.
And today, we invite you to apply for our Financial Advocate
Important Skills and Traits for this Role:
Bring out the best in us. You'll help perpetuate our KEG of
Excellence -- Kindness, Elegance and Genuineness to everyone who
proudly promotes our brand now and tomorrow.
Demonstrated excellence in verbal and written communication
Building effective and trusting relationships
Ability to maintain the focus, persistence, positive approach, and
discipline to meet the personal demands of a sales/service
Ability to operate under pressure with elegance and composure.
What You'll Do
Our Financial Advocates are 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.
Anticipates the needs of the member and provide advocacy-based
offerings once a clear understanding of the members' financial
situation is uncovered. Constantly keeping in mind, the importance
of building wealth and reducing debt to create financial success
for our members.
Identifying opportunities for continued financial success and
referring to our service partners, i.e. Insurance Center,
Investment and Retirement Center, Mortgage Center, etc.
Conducts outbound advocacy calls to build relationships.
Responsible for completing requests and capitalizing on
opportunities supplied by members initiated online, over the phone
and in branch.
Providing guidance to members whose loan has been denied.
Analyze and discuss the credit bureau and make appropriate
Processes new account requests.
Promotes and refers appropriate ancillary products and
Responds promptly to all communication channels.
Prior experience: minimum of 2 years in a financial institution
$20.46 - $30.69
Here's What's in it for You:
Growth and Development. Our credit union initiatives are expanding
and so is our team. We'll invest in your thirst for training and
help you grow - Big Time .
This is a role that will make you eager to dive into your daily
initiatives. Are you up for that challenge?
Benefits Worth a Double-Take. 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
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
Dress Code Extraordinaire. We've implemented a casual-dress work
environment which includes On Tap branded gear, along with the
option of beer 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. Feeling stressed? Got a kink in your neck?
You have nine opportunities a 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
Co-workers. They are pretty cool, really like their jobs, embrace
collaboration, ensure our members take center-stage and are
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: On Tap Credit Union, Arvada , Financial Advocate, Accounting, Auditing , Arvada, Colorado
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