Financial Solutions Guide: Member Banking Expert

Elevations Credit Union; Broomfield (CO); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

4 weeks PTO

Volunteer time off

12 holidays

Health, dental and vision plans with H

401(k) match

Parental leave 12 weeks

Employee assistance program

Tuition reimbursement up to $5250/year

LinkedIn Learning access

Job summary

Elevations Credit Union in Colorado is seeking a Financial Solutions Guide to assist members with account services and financial solutions, delivering exceptional experiences at every visit. You will help members with new accounts, loans, and advisory services while promoting Elevations products and services.

The role emphasizes cross-selling consumer loans, maintaining accurate records, and providing friendly, professional guidance in a collaborative branch environment.

Qualifications

• High school diploma or equivalent.
• 2+ years of financial institution experience.
• 1+ years of lending experience.
• Proficient in Microsoft Word and Excel.
• Current notary or receives certification within 90 days of employment.

Responsibilities

• Exhibits passion for Elevations Credit Union (ECU) and demonstrates Elevations' core values, Integrity, Respect, Passion, Creativity, and Excellence.
• Engages members using the PEAK't Service model; with care, professionalism, and the highest level of service to explore relevant solutions and refer to internal partners as identified.
• Originates all consumer loan type applications and analyzes credit reports and cross-sell relevant consumer loan Elevations products and services.
• Handles account maintenance needs such as opening and closing accounts, online banking support, fee refunds; processes deposits, cash handling, withdrawals, and payments.
• Develops and fosters professional relationships with members and within the community to increase member acquisition and generate revenue.
• Demonstrates operational excellence through adherence with established policies, procedures and processes; complies with all applicable laws including BSA.

Skills

Microsoft Word

Microsoft Excel

Education

High school diploma or equivalent

Job description

Elevations Credit Union in Colorado is seeking a Financial Solutions Guide to assist members with account services and financial solutions, delivering exceptional experiences at every visit. You will help members with new accounts, loans, and advisory services while promoting Elevations products and services.

The role emphasizes cross-selling consumer loans, maintaining accurate records, and providing friendly, professional guidance in a collaborative branch environment.