Senior 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 Diagonal Branch

 

Summary/Objective:

As part of the branch team, the Senior Financial Solutions Guide (Sr. FSG) meets with Elevations’ members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The Sr. FSG 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 all consumer loan type applications, analyzes member’s credit reports and financial journey, and proactively demonstrates strong relationships and ethical sales practices that include cross-sell opportunities of Elevations products and services.
• Handles account maintenance needs to include but not limited to opening and closing accounts, online banking support, fee refunds, loan payments, processing account deposits and withdrawals, and cash handling, withdrawals.
• 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).
• Comprehensive understanding and execution of all FSG process and procedures, as displayed through consumer lending results and low error rates.
• Engages with members to explore various business account services and offers relevant, applications and credit reports, and cross-sell relevant business loan ECU products and services.
• Participates in monthly ECU Business Certification education courses

Reports to: 

Senior Branch Manager

Manages:

This role does not have supervisory responsibility     

Required Education and Experience:

• High school diploma or equivalent
• 3+ years of financial institution experience
• 2+ years of lending experience
• Proficient in Microsoft Word and Excel
• Certified Credit Union Financial Counselor (CUFCC)
• Current notary or receives certification within 90 days of employment
• Actively pursues ECU Business Banking Qualification

Preferred Education and Experience:

• Bachelor’s degree
• Consumer and business lending experience 
• Understanding of mortgage lending
• Bilingual English/Spanish speaking preferred – includes $150/month bilingual bonus after passing aptitude assessment!

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