Personal Banker

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

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

Location:

On-site: Elevations Credit Union - Boulder Downtown Branch

Summary/Objective:

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