Financial Advocate

Company: On Tap Credit Union
Location: Arvada
Posted on: January 24, 2023

Job Description:

Financial Advocate
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 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 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 opportunity.
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 skills
Building effective and trusting relationships
Ability to maintain the focus, persistence, positive approach, and discipline to meet the personal demands of a sales/service role.
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.
Essential Functions:
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 recommendations.
Processes new account requests.
Promotes and refers appropriate ancillary products and services.
Responds promptly to all communication channels.
Qualifications:
Prior experience: minimum of 2 years in a financial institution preferred.
Compensation Range
$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 celebrate!
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 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 employment.
Co-workers. They are pretty cool, really like their jobs, embrace collaboration, ensure our members take center-stage and are life-long learners.
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.

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Keywords: On Tap Credit Union, Arvada , Financial Advocate, Accounting, Auditing , Arvada, Colorado