Elevations Credit Union
Senior Personal BankerBoulder, Colorado, United States
Elevations Credit Union, Boulder, Colorado, United States, 80301
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 experiencesevery 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! 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 $25.93 and $32.38 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. Anticipated Application Window: This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range. EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law. ELEVATIONS CREDIT UNION'S COMMITMENT TO PRIVACY: Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union ("we" and "us"), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us. Applicants have rights under Federal Employment Laws
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 experiencesevery 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! 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 $25.93 and $32.38 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. Anticipated Application Window: This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range. EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law. ELEVATIONS CREDIT UNION'S COMMITMENT TO PRIVACY: Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union ("we" and "us"), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us. Applicants have rights under Federal Employment Laws