Personal Banker

About This Role

Personal Bankers at Elevations Credit Union meet with members and prospective members to provide account services, financial guidance, and value-adding financial solutions. This role is an important part of the branch team, focusing on creating exceptional experiences for every member, every time.

Responsibilities

• Exhibit passion for Elevations Credit Union (ECU) and demonstrate Elevations’ core values: Integrity, Respect, Passion, Creativity, and Excellence
• Engage 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
• Originate all consumer loan type applications and analyze credit reports and cross-sell relevant consumer loan Elevations products and services
• Handle account maintenance needs such as opening and closing accounts, online banking support, and fee refunds
• Process account deposits, cash handling, withdrawals, and payments
• Develop and foster professional relationships with members and within the community to increase member acquisition and generate revenue
• Demonstrate operational excellence through adherence with established policies, procedures, and processes
• Adhere to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA)

Requirements

• 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
• Personal smartphone is a requirement for employment

Nice to have:

• Bachelor’s degree
• Consumer and business lending experience
• Bilingual English/Spanish speaking (includes $150/month bilingual bonus after passing aptitude assessment)
• Certified Credit Union Financial Counselor (CUFCC)

Benefits

• 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
• 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