Universal Banker - Lakewood

Why Westerra?

At Westerra Credit Union, we believe “You Can Do Money.” This mindset shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on being member‑obsessed, radically transparent, relentlessly collaborative, and always learning in motion. 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. The MX Code encourages us to anticipate needs, listen deeply, find the best total solution, mark the moment, and truly own the impact we make. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are daily practices, and everyone is invited to bring their authentic selves, curiosity, and passion to the table.

About the Role

The USR role is primarily responsible for providing exceptional member service through a consultative approach by engaging members in solutions‑based conversations. This relationship‑building position blends financial transactions performed on the teller line with deeper account servicing and basic loan originations. The ideal candidate is passionate about serving members and the community, delivering on our purpose “We exist to teach one another to prosper,” and creating member experiences worth bragging about while achieving branch results.

Responsibilities

• Assist members with transactional needs according to established processes and service standards, including answering inquiries and resolving issues.
• Consistently meet or exceed monthly sales goals while maintaining stellar service and member experience levels.
• Build and grow relationships with members by asking questions, learning about their financial needs, understanding their goals, and following up through proactive outreach, phone, or in‑person visits.
• Maintain knowledge of products and services and educate members on emerging technology and digital solutions such as mobile, online, ATM, and other offerings.
• Recognize opportunities to save members money and present appropriate solutions.
• Deliver results related to individual and branch sales goals and member service expectations.
• Represent Westerra at community and business development events.
• Consistently demonstrate the Westerra Way Experience and comply with all policies, procedures, and Federal and State laws and regulations.
• Maintain a high level of confidentiality.
• Obtain and maintain notary public certification within six months of employment (if not already certified) to perform notarial acts.
• Perform other duties as assigned.

Qualifications

• 1+ years customer service experience (required).
• Cash handling experience (required).
• Strong sales and referral disposition.
• Ability to understand and respond to member needs and consistently recommend appropriate Westerra products.
• Consultative sales approach with strong verbal and interpersonal communication.
• Attention to detail with minimal errors.
• Problem‑solving skills and solid product/service knowledge.
• Proficiency navigating key Westerra systems and sites.
• Understanding of processes, procedures, guidelines, and resources for the role.
• Accountable for basic short‑term tasks; work follows standard procedures under close supervision.
• Basic judgment for routine technical, administrative, or operative tasks.
• Ability to travel to assigned branch locations, occasionally multiple locations in one day.

Work Environment & Physical Requirements

• Mon‑Fri: On‑location in the branch (Saturdays on rotation).
• Works primarily at a standing desk.
• Ability to lift up to 25 pounds.
• Travel to assigned branch locations as needed.

Pay

Starting rate of $21.00 per hour, with eligibility for an annual bonus tied to Westerra’s financial performance.

Benefits

• Three health plans through UMR, 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) with up to 6 % employer match.
• Up to 2 % off the rate on a new Westerra mortgage (primary residence, second home, or investment property).
• 2 % off Auto/RV/Motorcycle loans.
• Up to $5,250 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.

Applications will be accepted until September 21, 2026.