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Financial Advisor

Red Rocks Credit Union

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 #J-18808-Ljbffr

Vacancy posted 1 day ago
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