Overview

Senior Personal BankerWhen 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: Elevations Credit Union - Boulder Diagonal BranchSummary/Objective: As part of the branch team, the Senior Financial Solutions Guide (Sr. FSG) meets with Elevations' members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The Sr. FSG is an important part of the branch team that creates raving fans through delivering amazing experiencesevery 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 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 identifiedOriginates all consumer loan type applications, analyzes member's credit reports and financial journey, and proactively demonstrates strong relationships and ethical sales practices that include cross-sell opportunities of Elevations products and services.Handles account maintenance needs to include but not limited to opening and closing accounts, online banking support, fee refunds, loan payments, processing account deposits and withdrawals, and cash handling, withdrawals.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).Comprehensive understanding and execution of all FSG process and procedures, as displayed through consumer lending results and low error rates.Engages with members to explore various business account services and offers relevant, applications and credit reports, and cross-sell relevant business loan ECU products and services.Participates in monthly ECU Business Certification education coursesReports to: Senior Branch ManagerManages: This role does not have supervisory responsibilityRequired Education and Experience:High school diploma or equivalent3+ years of financial institution experience2+ years of lending experienceProficient in Microsoft Word and ExcelCertified Credit Union Financial Counselor (CUFCC)Current notary or receives certification within 90 days of employmentActively pursues ECU Business Banking QualificationPreferred Education and Experience:Bachelor's de