Associate Personal Banker

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

If you join our team, here are some of the perks you can expect:

• 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

 

Location:

 

Elevations Credit Union - Boulder Downtown Branch

 

 

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 include:

• 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: 

Senior Branch Manager

Manages:

This role does not have supervisory responsibility

Required 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
• 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!

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<