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Elevations Credit Union · 2 hours ago

Personal Banker

Boulder, Colorado, United States

Full-time

Onsite

Entry, Mid Level

$23.63/hr - $29.54/hr

2+ years exp

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. The Personal Banker role involves providing account services, financial guidance, and value-adding financial solutions to members, while fostering relationships to enhance member acquisition and satisfaction.

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 ExcelBilingual English/SpanishCertified Credit Union Financial CounselorNotary certificationCustomer service skills

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

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