Personal Banker

Elevations Credit Union; Boulder (CO); On-site; USD 67,709,000 - 84,644,000; Full time

Benefits offered by this job

4 weeks PTO

Health Savings Account (HSA)

401(k) match

Parental leave (12 weeks)

EAP

Tuition reimbursement

Job summary

Elevations Credit Union is seeking a Financial Solutions Guide to join the branch team and provide account services, credit guidance, and financing solutions. You will engage with members using the PEAK’t service model and cross-sell relevant products.

The role requires a high school diploma, 2+ years in a financial institution, and 1+ year lending experience. Proficiency in Word/Excel and notary or certification within 90 days are required.

Qualifications

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

Responsibilities

• Engage members and provide account services and financial guidance.
• Originate consumer loan applications and analyze credit reports; cross-sell Elevations products.
• Handle account maintenance, online banking support, deposits, withdrawals, and payments.
• Develop relationships with members to increase acquisition and revenue.
• Adhere to policies, procedures, and applicable laws.

Skills

Word/Excel proficiency

Bilingual EN/ES

Education

High School diploma or equivalent

2+ years financial institution experience

1+ year lending experience

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

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

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

Essential Functions include:

• 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 all consumer loan type applications and analyze 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. 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.
• 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 Education and Experience:

• 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

Preferred Education and Experience:

• Consumer and business lending experience
• Bilingual English/Spanish speaking preferred – includes $150/month bilingual bonus after passing aptitude assessment!
• Certified Credit Union Financial Counselor (CUFCC)

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

Physical Requirements:

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
• Days of work: Monday – Saturday

Classification:

Non-Exempt

Compensation:

The person hired into this position will likely earn between $23.63 and $29.54 per hour, 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

Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union (“we” and “us”), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us.

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