Personal Banker - (Boulder, Lafayette)
|Jan. 11, 2017 - Dec. 31, 2019|
|Department:||Elevations Credit Union|
|Description:||Financial Solutions Guide:|
This opportunity will offer a high energy empowered environment in a fun, member focused organization. If you enjoy relationship building, entrepreneurialism and challenging work, this could be the opportunity for you!
Responsibilities and Expectations:
The Financial Solutions Guide is responsible for providing world class consultative sales and service by proactively fulfilling the financial needs for each member. The goal of this position is to anticipate member needs and provide advice by making appropriate business and consumer product/service recommendations. The successful candidate would have an understanding of consultative sales, service and knowledge of financial institutions products and services.
•Anticipates the needs of the member and provide advice based on the clear understanding of the members’ financial situation.
•Persuade members to buy value-added solutions to meet their needs.
•Resolve members’ problems and concerns.
•Seeks opportunities to enhance knowledge of Elevations products and services as well as member needs.
•Seeks opportunities to build member relations including event participation.
•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.
•Adhere to all applicable state and federal regulations.
•Perform other duties as assigned.
Knowledge and Skills:
Experience: At least 1 year of financial institution experience in consumer and business lending preferred. Additionally, 3 plus years’ experience in a consultative sales/service role preferred.
Education: Bachelor’s degree a plus.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
This Job Description is not a complete statement of all duties and responsibilities comprising this position and may change with or without notice.
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 report will be 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.
•Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
•Please view Equal Employment Opportunity Posters provided by OFCCP here.
•The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
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