Financial Solutions Guide — Member Banking Expert

Elevations Credit Union; Boulder (CO); On-site; USD 47,000 - 59,000; Full time

Benefits offered by this job

4 weeks paid time off (4 weeks PTO)

Health, dental, vision plans

401(k) with up to 4% match

Parental leave (12 weeks)

Employee Assistance Program

Tuition reimbursement

Job summary

Elevations Credit Union is seeking an Associate Financial Solutions Guide to join our Boulder office. As part of the branch team, you will help members with accounts, provide financial guidance, and offer value-adding financial solutions, delivering consistent, high-quality service to every member.

You will originate lending applications, handle daily transactions, and build relationships to drive member growth while adhering to all policies, procedures and regulatory requirements.

Qualifications

• HS diploma or equivalent required.
• 2+ years consultative sales/service experience.
• 1+ years of Financial Institution experience.
• Proficient in Microsoft Word and Excel.
• Current notary or 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 tasks: deposits, withdrawals, online banking, refunds.
• Develop relationships with members and community to increase member acquisition.

Skills

Consultative sales

Banking experience

MS Office

Notary / certification

Education

HS diploma or equivalent

Bachelor’s degree (preferred)

Job description

Elevations Credit Union is seeking an Associate Financial Solutions Guide to join our Boulder office. As part of the branch team, you will help members with accounts, provide financial guidance, and offer value-adding financial solutions, delivering consistent, high-quality service to every member.

You will originate lending applications, handle daily transactions, and build relationships to drive member growth while adhering to all policies, procedures and regulatory requirements.