Personal Banker- Full Time

Level: Mid-Level

Reports to: Branch Manager

Annual Salary Range (based on experience): $47K

Required Competencies:
Sales Negotiation, Becoming a Business Advisor, Initiating Action, High Impact Communication, Managing Work, Active Learning

Required Education and Experience:

• High school diploma or equivalent
• 2+ years of financial institution experience
• 1+ years of lending experience
• Proficient in Microsoft Word and Excel

Preferred Education and Experience:

• Bachelor’s degree
• Understanding of business lending and/or mortgage lending
• Bilingual English/Spanish speaking – includes $100/month bilingual bonus after passing aptitude assessment!

Job Description

Summary/Objective:
As part of the branch team, The Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The 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 Elevations Way 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 and may perform 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).

Manages:

This role does not have supervisory responsibility

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 to lift, carry, push, pull, or move objects.

Position Type/Expected Hours of Work:
Full time / 40 hours per week some Saturday availability

Classification:
Non-Exempt

Location:
Elevations Credit Union Boulder, Lafayette and Louisville Branches

Compensation:
The base pay of the budgeted range is $21.30 per hour + annual bonus. The candidate's starting salary will be adjusted based upon his, her, or their experience.

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.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Retirement
• Paid Time Off
• Equity