Financial Advocate

Red Rocks Credit Union

Highlands Ranch, CO

JOB DETAILS
SKILLS
Banking Services, Brand Marketing (Branding), Communication Skills, Consumer Loans, Credit Union, Customer Relations, Customer Support/Service, Financial Analysis, Financial Services, Follow Through, Funding, High School Diploma, Home Equity Loans, Loans, Onboarding, Problem Solving Skills, Service Delivery, Team Player, Tuition Reimbursement
LOCATION
Highlands Ranch, CO
POSTED
11 days ago

Join Our Team at Red Rocks Credit Union!

Looking for a workplace where culture, growth, and purpose come together? At Red Rocks CU, we're more than banking-we're about enriching lives™, including yours.

Why You'll Love Being a Red Rocker:

  • Employee loan discounts
  • Financial growth: 401(k) match (100% on first 3%)
  • Tuition reimbursement
  • Flexible PTO & 11 paid holidays

What You'll Do:

  • Serve as a trusted financial guide by providing expert advice and personalized solutions to members
  • Build strong relationships through outreach, education, and proactive communication
  • Assist members with consumer and home equity loan applications from application through funding
  • Analyze financial information to recommend the best lending and product solutions
  • Act as a single point of contact, advocating for members and ensuring a seamless experience
  • Support onboarding of new members and ensure they are set up with the right products and services
  • Participate in community events and employer group outreach to build brand awareness
  • Respond to member inquiries via phone, email, and in-person interactions

You'll Thrive in This Role If You:

  • Enjoy building meaningful relationships and helping others achieve financial success
  • Have a passion for delivering exceptional member service and support
  • Are proactive, solutions-oriented, and comfortable working in a fast-paced environment
  • Communicate effectively and confidently across multiple channels
  • Take ownership of member needs and follow through with care and urgency
  • Bring a positive attitude and a strong sense of teamwork

What We're Looking For:

  • 1–3 years of related experience, preferably in financial services or customer-facing roles
  • High school diploma or GED required
  • Knowledge of consumer lending products, including auto and home equity loans
  • Strong communication, problem-solving, and relationship-building skills
  • Ability to analyze financial information and make sound recommendations
  • Experience with member-facing technology and remote banking systems preferred

Work Environment:

  • Full-time, in-person role (Monday–Friday with rotating Saturday mornings)
  • Office environment with frequent computer and phone use
  • Occasional participation in community and outreach events
  • Ability to sit for extended periods

Ready to learn more, make an impact, and join a team that cares? View the full job description via the link below and apply today to start turning dreams into realities!



About the Company

R

Red Rocks Credit Union