MXC Member Advocate

 

Remote Eligible: Hybrid

General Purpose of the Position 

Primarily responsible for providing quality member service for Credit Union of Colorado members by having broad knowledge of company products and services to find the best solutions for members.  A Member Advocate is compassionate, approachable, and dedicated to enriching the member’s experience with the organization. The individual is passionate about connecting with people through remote service channels.  They own the member experience while consistently demonstrating Credit Union of Colorado’s core values and service expectations. 

ESSENTIAL DUTIES AND RESPONSIBILITIES (including the following). May perform other duties as requested or assigned. 

• Actively listens and demonstrates empathy in a fast-paced environment, asks questions to uncover needs, recommends solutions, solves problems creatively and efficiently, educates members about relevant service options.  

• Displays enthusiasm and confidence over the phone that consistently maintains the “here to help” culture. 

• Troubleshoots remote services including digital banking, bill pay, ATMs and payments. 

• Works autonomously using the appropriate resources and tools to research and respond to member inquiries in a timely manner. 

• Works well within a team to collaborate with peers; support other departments/branches; and consistently meet department and organizational goals. 

• Maintains knowledge in credit union programs, ensuring quality service and accuracy is delivered to members. 

• Demonstrates call control, appropriate tone of voice, ability to quickly connect with callers, resiliency with emotional or repetitive requests, and the ability to multi-task while navigating multiple systems. 

• Provides deposit, consumer and mortgage loan information, and money management services to members. 

• Collaborates across branches and support departments, to facilitate the best and most appropriate solutions for members. 

• Meets or exceeds metrics in providing personalized member service including asking for the business, accuracy, and other key performance indicators. 

• Demonstrates flexibility in assuming a variety of roles and responsibilities including new membership accounts, account access, account changes, debit/credit cards, rates for savings and loan products, account fraud, and other diverse member inquiries.  

• Uses various service delivery channels including telephone, email, chat, video conferencing, etc. 

• Meets or exceeds quality monitoring scores as part of the quality monitoring program. 

• Participates in professional development through training, coaching sessions, and other learning and development opportunities. 

• Assists coworkers as needed in a high-volume environment. 

• Obtains and maintains a Series 30, Membership Officer, and Notary based on business need and role requirements.  

• Adhere to all Federal and State laws and regulations applicable to the credit union. 

• Other duties as assigned. This may include, but is not limited to, leading huddles, participating on&n