Personal Banker jobs in United States
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Elevations Credit Union · 2 hours ago

Personal Banker

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. The Personal Banker will meet with members to provide account services and financial guidance, aiming to create exceptional experiences and foster strong relationships with the community.

Financial Services

Responsibilities

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 and analyze credit reports and cross-sell relevant consumer loan Elevations products and services
Handles account maintenance needs such as opening and closing accounts, online banking support, 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
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)

Qualification

Financial institution experienceLending experienceMicrosoft WordMicrosoft ExcelCertified Credit Union Financial CounselorBilingual English/SpanishCustomer serviceOperational excellenceRelationship building

Required

High school diploma or equivalent
2+ years of financial institution experience
1+ years of lending experience
Proficient in Microsoft Word and Excel
Current notary or receives certification within 90 days of employment

Preferred

Bachelor's degree
Consumer and business lending experience
Bilingual English/Spanish speaking preferred – includes $150/month bilingual bonus after passing aptitude assessment!
Certified Credit Union Financial Counselor (CUFCC)

Benefits

4 weeks paid time off for full-time employees
Work anniversary paid time off
Paid volunteer time off
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
Access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Company

Elevations Credit Union

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Elevations is one of the largest & most successful credit unions serving Adams, Boulder, Broomfield.

Funding

Current Stage
Late Stage

Leadership Team

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Gerry Agnes
President and CEO
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Michael Calcote
Chief Financial Officer
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Company data provided by crunchbase