Universal Banker - Lafayette (New Branch)

Westerra-Credit-Union; Lafayette (CO); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Health plans

Dental plans

Life/AD&D insurance

PTO

Holidays

401(k) match

Mortgage discount

Auto loan discount

Educational reimbursement

Parental leave

EAP

Learning programs

Job summary

Westerra Credit Union in Lafayette, CO is seeking a USR to deliver exceptional member service through a consultative approach, blending teller transactions with account servicing and basic loan originations. The role emphasizes relationship building, meeting sales goals, and assisting members with financial needs.

The position requires strong communication, cash handling, and a proactive approach to helping members access digital solutions while upholding Westerra’s mission and values.

Qualifications

• 1+ years customer service experience required
• Cash handling experience required
• Strong sales and referral disposition required

Responsibilities

• Assists members with transactional needs according to established processes and service standards
• Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels
• Build and grow relationships with members by asking questions to learn about their financial needs and goals
• Maintains knowledge of products and services and educates members on digital solutions such as mobile, online, ATM
• Recognizes opportunities to save members money and presents solutions
• Delivers results related to individual and branch sales goals and member service expectations
• Represents Westerra at community and business development events
• Maintains confidentiality and complies with policies, procedures and laws

Skills

Customer service

Cash handling

Sales skills

Communication

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.

Regular Full-Time Support Lafayette, CO, US

6 days ago Requisition ID: 2496

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 USR 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, and further deepening relationships with account servicing and basic loan originations. The person in this role should have a passion for serving our membership, our communities, and delivering upon our Purpose, “We exist to teach one another to prosper.” They should have the drive to create member experiences worth bragging about, and for delivering results within the branch.

Whatwillbeexpectedof me?

• Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
• Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
• 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
• 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 members.
• Delivers results related to individual and branch sales goals and member service expectations.
• Represents Westerra at community and business development events
• Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations.
• Maintains high-level of confidentiality
• 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 document
• Other duties as assigned

Will I have direct reports? No

Experience/Education:

• 1+ years customer service experience required
• Cash handling experience required
• Strong sales and referral disposition required

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
• Accountable for basic short-term tasks and work is primarily routine and follows standard procedures
• Uses basic judgement under close supervision or instruction
• Understanding of procedures for basic technical, administrative, or operative tasks
• Ability to travel to assigned branch locations, which on rare occasion could include multiple locations in one day

Whatistheworkenvironmentlike,andaretherephysicalrequirementsforthis role?

• Mon-Fri: On location in the branch (Saturdays on rotation)
• Works primarily at standing desk
• Ability to lift 25 pounds

Salary: in addition to the starting rate of $21.00 per hour, this role is also eligible for annual bonus potential tied to Westerra’s financial performance.

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 until September 22, 2026