Personal Banker

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

Location:

On site: Elevations Credit Union - Ft Collins Oldtown 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 analyzes credit reports and cross-sells 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

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:

• Bachelor’s degree
• 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)

Work Environment:

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.

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.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.