Personal Banker
About the role
-> include summary/objective and maybe location and company culture? The company culture is more about company, but could be part of About the role? Might be okay. But we also have a separate "About Us" section describing company history. That could go under About the role? Might be redundant. However we need to preserve all substantive information; we could include About Us content under About the role as well, but that may be mixing. However we have no heading for About Us. So we need to fit it somewhere. Perhaps we can put About Us content under About the role as a paragraph describing the company. Alternatively we could treat "About the role" as the role description, and put company info under a separate heading not allowed? Not allowed. So we must incorporate it into allowed headings. The best fit is About the role (since it's about the role and company). We'll include summary/objective, location, and company overview. Responsibilities: essential functions list. Requirements: required education/experience. Qualifications: preferred education/experience. Benefits: perks list. Pay: compensation range. Schedule: position type/hours. We should not include sections with filler like "commensurate with experience". Not present. Now we need to format lists with- . For prose use
. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must remove boilerplate: EEO, privacy, etc. We must remove duplicated lines. Now craft HTML. Let's extract precise text. Company culture paragraph: "When joining Elevations, you can expect to work for a company with: 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" We can turn into a
with sentences. Perks list: "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" We'll make each as
- . Location: "On site: Elevations Credit Union - Ft Collins Midtown 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 list: need to capture each bullet. Let's list them: - 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). We'll make each
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Reports to: Branch Manager Manages: This role does not have supervisory responsibility
We could include that as a
under Responsibilities maybe. 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." We could trim to just the range and bonus. Now 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." We'll include that in About the role maybe after summary. Now we need to ensure we don't include boilerplate like EEO statement, privacy, etc. Now construct HTML. We'll start