Financial Solutions Advisor - Branch

Socket.dev; Boulder (CO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

4 weeks PTO

Paid holidays

Health, dental and vision plans

Employer 401(k) match

Parental leave

Employee Assistance Program

Tuition reimbursement

Job summary

Elevations Credit Union in Boulder is seeking a Financial Solutions Guide (FSG) to join the branch team. You will meet with members to provide account services, financial guidance and offer value-added financial solutions, delivering raving fans through great experiences.

The role emphasizes PEAK’t service, core values of Integrity, Respect, Passion, Creativity, and Excellence, and offers growth through training, mentoring and development programs.

Qualifications

• High school diploma or equivalent required.
• 2+ years of financial institution experience preferred.

Responsibilities

• Exhibits passion for Elevations Credit Union (ECU) and demonstrates ECU’s core values: Integrity, Respect, Passion, Creativity, and Excellence.
• Engages members using the PEAK’t Service model with care and professionalism to explore solutions and refer to internal partners as identified.
• Originates consumer loan applications by analyzing credit reports and cross-selling Elevations products and services.
• Handles account maintenance tasks: opening/closing accounts, online banking support, fee refunds, deposits, cash handling, withdrawals, and payments.
• Develops professional relationships with members and the community to increase member acquisition and revenue.
• Ensures compliance with policies, procedures and relevant laws, including BSA.

Education

High school diploma or equivalent

Job description

Elevations Credit Union in Boulder is seeking a Financial Solutions Guide (FSG) to join the branch team. You will meet with members to provide account services, financial guidance and offer value-added financial solutions, delivering raving fans through great experiences.

The role emphasizes PEAK’t service, core values of Integrity, Respect, Passion, Creativity, and Excellence, and offers growth through training, mentoring and development programs.