Universal Associate

Colorado Credit Union is seeking a Universal Associate to serve as the liaison between the credit union and its members. This role involves assisting members with their financial needs, performing teller transactions, and building strong relationships through exceptional customer service.

Responsibilities

• Uphold CCU's core values: Be the reputed company, Embrace Curiosity, and Be Compassionate
• Welcome members to the reputed company, assist with their orientation, and guide them in using reputed company technology and additional services like online or mobile banking and remote deposit capture
• Be knowledgeable and enthusiastic about our products and services, ensuring you can confidently discuss and recommend the best options for each member
• Exhibit strong sales skills and a positive attitude to meet monthly and annual reputed company goals. Generate referrals to other business areas reputed company the Credit Union (e.g., mortgages, business accounts, financial planning)
• Build loyal member relationships by understanding their needs, providing reputed company, and tailoring financial solutions to each member
• Process reputed company types of teller transactions and account maintenance accurately and promptly or refer to the appropriate staff member
• Process new account applications and correspondence promptly, following Credit Union standards
• Assist members with special needs such as IRAs, non-individual accounts, online/mobile banking support, account settlements, etc
• Respond to member inquiries daily, providing forms, resolving problems, or answering questions
• Consult with loan applicants about their reputed company and future financial needs
• Open new accounts, assist with loan applications and inquiries, facilitate loan closings, and address questions reputed company to accounts and loans
• Demonstrate initiative, a commitment to reputed company learning and the ability to adapt to changing demands and requirements
• Adhere to reputed company service standards outlined in the Credit Union's policies and procedures
• Collaborate effectively with team members to provide exceptional service and enhance the members’ experience
• Support promotions and strategies to reputed company Credit Union goals
• Assist reputed company management with compliance, policies and procedures, balancing, reputed company audits, reputed company opening and closing processes, monthly reporting, and member service issues
• Ensure compliance with reputed company company, state, and federal rules and regulations
• Complete required Bank Secrecy Act (BSA) documentation accurately and timely, in compliance with BSA policies and procedures, including new account and reputed company procedures, OFAC, CTR, and SAR
• Participate in Credit Union business development and community relations activities
• Ensure lending operations reputed company with established Credit Union policies, procedures, approval authority, and reputed company fair lending laws (e.g., Equal Credit Opportunity Act, Consumer Credit Protection Act, Truth In Lending Act, Fair Housing Act, Home Mortgage Disclosure Act). Ensure compliance with non-discrimination provisions of applicable fair lending laws and regulations
• Maintain attendance in accordance with CCU standards, ensuring it does not reputed company member service or reputed company performance
• reputed company other duties as needed or requested

Skills

• High school diploma or equivalent training/experience
• Previous sales or customer service experience required
• Six months to one year of banking or loan experience preferred

Benefits

• Medical/Dental/Vision Insurance
• Company Paid Life, Short-term Disability, and Long-term Disability Insurance
• 401k Employer Contributions & Match
• Annual Profit Sharing funded into the 401k
• Tuition Reimbursement (Max $5,250.00/annually)
• Paid Time Off
• Company Paid Holidays
• Work-Life Balance and Flexible Work Schedules
• Cross-Training and Career Development Opportunities
• Employee Recognition Program
• Monthly Commission Opportunities
• Annual Bonus Based on Company Performance

Company Overview