Location:
Rotating between Elevations Credit Union branches (Louisville,
Lafayette, Broomfield/Westminster)
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 Excellenc
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).
Reports to:
Senior Branch Manager
Manages:
This role does not have supervisory responsibility
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
Current notary or receives certification within 90 days of employment
Preferred Education and Experience:
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)
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 $22.82 and
28.49 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.
Float Differential Pay:
As part of the requirements for a float position, you will receive an
additional $1.50 per hour shift differential, with the exception of
training, PTO, and Holidays.
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, re ponsibilities 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. Founded in 1952, we've grown
from 12 members and less than $100 in assets to an institution with 15
branches and more than 170,000 members that manages over $3 billion in
assets and is the No. 1 credit union mortgage lender in Colorado. At
Elevations, we've made a commitment to move away from a product-centered
business model and focus instead on creating consumer solutions. Our objective
is to provide our members, as well as the entire community, with unbiased
consu