Personal Banker

About the role

As part of the branch team, the Financial Solutions Guide (FSG) meets with Elevations' 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.

Responsibilities

• 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).

Requirements

• 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 qualifications

• 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)

Benefits

• 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

Schedule

Full time 40 hours per week. Days of work: Monday – Saturday. Classification: Non-Exempt.

Pay

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.

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.

Reports to

Branch Manager. This role does not have supervisory responsibility.

About Elevations Credit Union

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.