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Personal Banker

Company: Elevations Credit Union
Location: Boulder
Posted on: September 21, 2018

Job Description:

When joining Elevations, you can expect to work for a company that:



  • Provides amazing experiences and creates raving fans.
  • Strives to provide solutions for a better life and promises employees it will be the best place they have ever worked.
  • Wins awards such as "Best Bank", "Best Companies to Work for in Colorado" and even the "Malcolm Baldrige National Quality Award", the only Presidential award for quality.
  • Has a highly-engaged workforce and emphasizes career growth, empowerment and servant leadership.

    What's in it for you:



    • Competitive pay, organization-wide incentive program, 401k matching, mortgage and auto discounts
    • 4 weeks min. paid time off, work anniversary paid time off, 11 paid holidays, and 16hrs paid volunteer time off
    • Medical, dental, and vision health plans with FSA or HSA options
    • Onsite fitness center, Zumba and yoga classes, health fairs with biometrics screening and flu shots
    • Employee Assistance Program with a variety of services
    • Career development, trainings, career coaching, job shadowing, mentoring program, tuition reimbursement up to $5,000/year, and a recognition system
    • Culture of excellence and continuous improvement
    • We strive to be the best place you've ever worked!

      Position Summary/Objective: The Financial Solutions Guide is responsible for providing world class consultative sales and service by proactively fulfilling the financial needs for each member. The successful candidate will have an understanding of consultative sales, service and knowledge of financial institutions products and services.

      Essential Functions include:



      • Anticipate member needs and provide advice by making appropriate business and consumer product/service recommendations.
      • Persuade members to buy value-added solutions to meet their needs.
      • Resolve members' problems and concerns.
      • Seek opportunities to enhance knowledge of Elevations' products and services as well as member needs.
      • Gain the trust of members by being honest, keeping commitments, sharing information, and treating them with respect.
      • Convey information to members in a clear, compelling way that will positively affect their thoughts and actions.
      • Have the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.
      • Set high standards of performance, quality, and accountability for oneself.

        Reports to: Branch Manager

        Direct Reports: This role does not have supervisory responsibility

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

        Required Education and Experience:



        • High school diploma or equivalent
        • At least 1 year of financial institution experience

          Preferred Education and Experience:



          • Bachelor's degree a plus
          • Experience in consumer and business lending preferred
          • 3 plus years in consultative sales/service role preferred.

            Work Environment: 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

            Classification: Non-Exempt

            Location: Assigned Elevations Credit Union Branch

            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.

            About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range. Founded in 1953, we've grown from 12 members and less than $100 in assets to an institution with 13 branches and more than 120,000 members that manages over $1.7 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 consumer information.

            EEO Statement: Elevations Credit Union is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical--------- condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ---expression, veteran status, or any other status protected under federal, state, or local law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

            Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

            Keywords: Elevations Credit Union, Broomfield , Personal Banker, Other , Boulder, Colorado

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