Associate Personal Banker

Elevations Credit Union; Boulder (CO); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Annual bonus

Bilingual bonus $150/month

Job summary

Elevations Credit Union in Boulder is seeking an Associate Financial Solutions Guide (AFSG) to meet with members, provide account services and offer value-adding financial solutions. You will deliver high-quality experiences—every member, every time—as part of the branch team at the downtown Boulder location.

The role emphasizes proactive relationship-building, outbound calling, and adherence to policies. Notary certification within 90 days is required if not already obtained.

Qualifications

• High school diploma or equivalent.
• 2+ years consultative sales/service experience.
• 1+ years of Financial Institution Experience.
• Proficient in Microsoft Word and Excel.
• Current notary or receives certification within 90 days of employment.

Responsibilities

• Meet with members to provide account services and financial guidance.
• Originate consumer lending applications and identify referral opportunities.
• Handle account maintenance and basic banking transactions.
• Develop relationships with members to increase acquisition and revenue.

Skills

Consultative sales

Customer service

Notary certification within 90 days

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

Location

• On-site: Elevations Boulder Downtown Branch

Summary/Objective

As part of the branch team, the Associate Financial Solutions Guide (AFSG) meets with Elevations’ members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The AFSG is an important part of the branch team that creates raving fans through delivering amazing experiences—every member, every time.

Essential Functions.

• Exhibits passion for Elevations Credit Union (ECU) and demonstrates Elevations’ core values, Integrity, Respect, Passion, Creativity, and Excellence.
• Engages members using the Personalized, Elegant, Accurate, Kind, and Timely (PEAK’T) Service model; with care, professionalism, and the highest level of service to explore relevant solutions to members and refer to internal partners as identified.
• Originates consumer lending applications and identifies other internal partner referral opportunities.
• Handles account maintenance needs such as opening and closing accounts, online banking support, and fee refunds. Other transactions to include, but not limited to, processing account deposits, cash handling, withdrawals, and payments.
• Develops and fosters professional relationships with members and within the community to increase member acquisition and generate revenue, including outbound calling.
• Demonstrates operational excellence through adherence with established policies, procedures, and processes.
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Reports To

Branch Manager

Manages:

This role does not have supervisory responsibility

Required Skills, Education and Experience

• High school diploma or equivalent
• 2+ years consultative sales/service experience
• 1+ years of Financial Institution Experience
• Proficient in Microsoft Word and Excel
• Current notary or receives certification within 90 days of employment

Preferred Skills, Education and Experience

• Consumer and business lending experience
• Bilingual English/Spanish speaking preferred – includes $150/month bilingual bonus after passing aptitude assessment!

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• Retail Operations and Marketing: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally and up to 25 lbs of force infrequently to lift, carry, push, pull, or move objects.

Position Type/Expected Hours of Work

Full time 40 hours per week, ¾ time 30 hours per week, ½ time 20 hours per week, or ¼ time 10-15 hours per week. Days of work: Monday – Saturday

Classification:

Non-Exempt

Compensation Information:

The person hired into this position will likely earn between $22.51 and $28.14, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

ELEVATIONS CREDIT UNION’S COMMITMENT TO PRIVACY

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