Personal Banker - Lafayette (New Branch)

Westerra Credit Union; Lafayette (CO); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Health plans through UMR

Dental plans through Delta Dental

Basic life and AD&D insurance

Paid time off

Job summary

Westerra Credit Union in Lafayette, CO is opening a brand-new branch and seeks a Personal Banker to deliver exceptional member service through consultative conversations, balance transactions, and guidance on our digital tools.

You will build relationships, aim to meet monthly sales goals, stay knowledgeable about Westerra products, and participate in community events. This full-time, in-branch role is Mon-Fri with occasional Saturdays and requires the ability to lift 25 pounds.

Qualifications

• FSR I: 2+ years in consumer lending or consultative sales.
• FSR II: 4+ years in consumer lending or consultative sales, with 2+ years in financial services.
• FSR III: 6+ years in consumer lending or consultative sales/service, with 3+ years in financial services.

Responsibilities

• Build and grow relationships with members by asking questions to learn about their financial needs, goals, and how Westerra can help them.
• Consistently meet and/or exceed monthly sales goals while maintaining stellar service and member experience.
• Educate members on products and digital solutions such as mobile, online, ATM, and other offerings.
• Responsibilities include outbound calling campaigns to drive sales and retain members.
• Assist members with transactional needs per established processes and service standards.

Skills

Consumer lending

Consultative sales

Member service

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Banker - Lafayette (New Branch)

Regular Full-Time Professional Lafayette, CO, US

10 days ago Requisition ID: 2503

Why Westerra?

At Westerra Credit Union, we believe You Can Do Money. It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections.

This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money.

We're excited to announce the opening of a brand-new credit union branch – an incredible opportunity to be part of something from the very beginning! Joining a new branch means helping shape its culture, build strong relationships with members, and make a meaningful impact in the community from day one. It's an exciting chance to grow your career, collaborate with a new team, and play an important role in bringing our credit union's mission to life in a new location. We'd love for you to be part of this exciting new chapter!

Whatisthe role?

The FSR role is primarily responsible for providing exceptional member service through a consultative approach by engaging our members in solutions-based conversations. This position is a relationship building role with a blend of financial transactions performed on the teller-line, coaching members through our digital lens, and further deepening relationships with account servicing and originating all of Westerra’s consumer loan products.

Whatwillbeexpectedof me?

• Build and grow relationships with members by asking questions to learn about their financial needs, understanding their goals, and sharing how Westerra can help them by following up through proactive outreach, phone or in-person visits
• Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
• Maintains knowledge of products and services and educates members on emerging technology and digital solutions such as mobile, online, ATM and other offerings.
• Recognizes opportunities to save members money and presents solutions to the member.
• Responsible for outbound calling campaigns to drive sales as well as retain members.
• As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
• Represents Westerra at community and business development events
• Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.
• Maintains high level of confidentiality
• Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire
• Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents
• Other duties as assigned.

What amI bringing?

Experience/Education:

• FSR I: Minimum of 2 years' experience in consumer lending and/or consultative sales
• FSR II: Minimum of 4 years' experience in consumer lending and/or consultative sales, with at least 2 of those years in a financial services role
• FSR III: Minimum of 6 years' experience in consumer lending and/or consultative sales/service, with at least 3 of those years in a financial services role

Salary : in addition to the starting hourly rate, this position is eligible for a monthly incentive program and Westerra’s self-funding annual reward plan.

• FSR I: Starting at $23/hour
• FSR II: Starting at $25/hour
• FSR III: Starting at $27/hour

Skillsand Abilities:

• Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values
• Ability to drive sales through a consultative approach.
• Strong verbal and interpersonal communication
• Proven attention to detail with minimal errors
• Demonstration of problem-solving skills
• Demonstration of product and services knowledge
• Can navigate with ease and efficiency through key Westerra Systems/Sites
• Understanding of processes, procedures and guidelines and resources for the role
• Can be accountable for the completion of assigned tasks and projects with supervision
• Uses judgement with supervision
• Understands the basic business line and operating environment
• Able to handle problems that are not particularly difficult nor complex

Whatistheworkenvironmentlike,andaretherephysicalrequirementsforthis role?

• Mon-Fri: On location in the branch (Saturdays on rotation)
• Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
• Works primarily at standing desk
• Ability to lift 25 pounds

Whataresomeofourbenefitofferings?

• Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
• Two dental plans through Delta Dental
• Basic life and AD&D insurance, short-term disability and long-term disability
• 20+ days of paid time off (PTO) per year
• 16 hours of volunteer time off (VTO) per year
• 11+ paid holidays
• 401(k) that includes up to 6% match
• Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
• 2% off Auto/RV/Motorcycle Loans
• Up to $5250 per year for educational reimbursement
• 4 weeks of paid parental leave
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs

Please note, applications will be accepted at least until October 2, 2026.