Financial Solutions Guide: Member Banking & Lending

jobr.pro; Fort Collins (CO); On-site; USD 32,552 - 40,694; Full time

Benefits offered by this job

Bilingual bonus ($150/month after assessment)

Full-time work schedule

Job summary

Elevations Credit Union is seeking a Financial Solutions Guide to join the branch team in Fort Collins, Colorado. This role is crucial for providing account services and financial guidance to members, ensuring exceptional customer experiences. Candidates should have strong customer service and lending backgrounds.

The position involves facilitating consumer loans and account maintenance while adhering to established policies. Full-time hours are required, Monday to Saturday.

Qualifications

• 2+ years of experience in a financial institution.
• 1+ years of lending experience.
• Current notary certification or attainment within 90 days.

Responsibilities

• Meet members to provide account services and financial guidance.
• Originates consumer loan applications and analyzes credit reports.
• Handles account maintenance and processing transactions.

Skills

Customer service

Lending experience

Relationship building

Bilingual (English/Spanish)

Microsoft Word and Excel

Education

High School Diploma or Equivalent

Bachelor's Degree

Job description

Elevations Credit Union is seeking a Financial Solutions Guide to join the branch team in Fort Collins, Colorado. This role is crucial for providing account services and financial guidance to members, ensuring exceptional customer experiences. Candidates should have strong customer service and lending backgrounds.

The position involves facilitating consumer loans and account maintenance while adhering to established policies. Full-time hours are required, Monday to Saturday.