Associate Personal Banker
When joining Elevations
- 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
Perks
- 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
- An 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
- Ambles 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
Summary/Objective: As part of the branch team, the Associate Financial Solutions Guide (AFSG) meets with Elevations’ members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The AFSG is an important part of the branch team that creates raving fans through delivering amazing experiences—every member, every time.
Essential Functions
- 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 consumer lending applications and identifies other internal partner referral opportunities.
- Handles account maintenance needs such as opening and closing accounts, online banking support, and 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, including outbound calling.
- 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 Skills, Education and Experience
- High school diploma or equivalent
- 2+ years consultative sales/service experience
- 1+ years of Financial Institution Experience
- Proficient in Microsoft Word and Excel
Preferred Skills, 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!
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 Information
The person hired into this position will likely earn between $22.51- $28.14 per hour, plus annual bonus.
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.
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.