Universal Banker - Castle Rock

About the 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.

Responsibilities

• 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.
• Builds and grows 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.

Requirements

• Experience/Education: 1+ years customer service experience required
  Cash handling experience required
  Strong sales and referral disposition required
• Skills and 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
  Prompt 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
• Physical Requirements: Works primarily at standing desk
  Ability to lift 25 pounds

Qualifications

• 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

Benefits

• 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
• Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
• 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
• Up to 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