Personal Banker

Associate Personal BankerBoulder, Colorado, United StatesWhen 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-beingA commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of RealtorsA highly engaged workforce devoted to innovation, continuous improvement, and collaborationA reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality AwardA passion for consistently providing amazing experiences and creating raving fansIf 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 holidaysComprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings AccountUp to a 4% match on 401(k) contributionsUp to twelve weeks of fully paid parental leaveAn extensive Employee Assistance Program that provides personalized care options for your whole householdAmple 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/yearLocation: On-site: Elevations Credit Union - Boulder Baseline BranchSummary/Objective: As part of the branch team, the Associate Financial Solutions Guide (AFSG) meets with Elevations' members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The AFSG is an important part of the branch team that creates raving fans through delivering amazing experiences—every member, every time.Essential Functions: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 consumer lending applications and identifies other internal partner referral opportunities.Handles account maintenance needs such as opening and closing accounts, online banking support, and 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, including outbound calling.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: Branch ManagerManages: This role does not have supervisory responsibilityRequired Skills, Education and Experience:High school diploma or equivalent2+ years consultative sales/service experience1+ years of Financial Institution ExperienceProficient in Microsoft Word and ExcelCurrent notary or receives certification within 90 days of employmentPreferred Skills, Education and Experience:Bachelor's degreeConsumer and business lending experienceBilingual 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 smartphone 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 weekDays of work: Monday – SaturdayClassification: Non-ExemptCompensation Information: The person hired into this position will likely earn between $22.51 and $28.14, 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.