Loan Officer (Financial Life Coach/Personal Banker)

Jan. 02, 2018 - Jan. 31, 2018
Location:Granby, CO
Exempt/Non-Exempt:Non-Exempt
Benefits:PTO, Health, Dental, Vision, 401K, Life, STD, LTD
Type:Full Time
Department:Credit Union of the Rockies
Description:Credit Union of the Rockies is seeking a sales team member to join our credit union! As a financial life coach, you help create the energy and excitement around credit union products, providing the right solutions and getting products into members' hands. You understand that Credit Union of the Rockies is dedicated to delivering an exceptional member experience that's unlike any other. It starts with you discovering members' needs. And with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another credit union visitor into a loyal credit union member.

Responsibilities include assisting in the opening of new accounts, maintenance of existing accounts, and the origination of loans and lending activities, inclusive of; initial loan interview, closing and disbursal. Responsibilities also include assisting members with basic financial transactions as well as identifying and presenting cross-selling opportunities. We look for you to educate members on Credit Union products and services and to expand and enhance their total financial relationship with Credit Union of the Rockies. Furthermore, you provide members with an exceptional member experience in accordance with the Credit Union's Mission and Vision Statements.

You would also be responsible for managing the impressions of Credit Union of the Rockies members while providing friendly, professional, confidential and effective assistance while minimizing wait time, to accurately process financial transactions and be an effective source of information for our members: in lobby area, online or by telephone. You will directly address the needs of Credit Union of the Rockies members, and work with team members to ensure a genuine and exceptional member experience.
Duties:As a financial life coach, you're highly skilled at uncovering members' needs, then following through with effective solutions. Not only are you one of the first people members meet when they enter the branch, but you're also the person who guides them - advising, selling, and even setting up their new products. Always curious, you stay on top of news about financial products and initiatives, ready to apply your learning in member interactions. Your success is measured by team and individual productivity as well as overall branch performance. You're proud to represent Credit Union of the Rockies, and you get great satisfaction from helping members develop lifelong relationships with us.

We expect you to educate, encourage and sell members on the use of alternative delivery channels, including ATM's, kiosks, online banking, bill payment, RDC, Shared Branching and automated telephone services. You will support Credit Union of the Rockies, Mission, Vision, Strategic Goals and Objectives, while complying with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. You must create and maintain a clean, neat, pleasant work environment by maintaining a professional appearance (i.e. dress, posture, attitude, etc.) positive outlook and behavior towards internal and external members.
Qualifications:
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