Consumer Loan Officer - Contact Center

Mar. 21, 2018 - Nov. 21, 2020
Location:Boulder, CO
Benefits:Competitive Compensation Package
Type:Full Time
Department:Elevations Credit Union
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!
Duties:What you will be doing: This opportunity offers a high energy empowered atmosphere in a call center environment with a fun, member focused organization. If you enjoy relationship building, entrepreneurialism and challenging work, this is the opportunity for you!

Responsibilities and Expectations:

The Financial Solutions Guide is responsible for providing world class consultative sales by proactively fulfilling the financial solutions needs of 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 will be very self-motivated and have an understanding of consultative sales, service and knowledge of financial institutions products and services. The ability to identify and close on sales opportunities is a key skill in this role.

Major Duties and Responsibilities:

Anticipates the needs of the member and provides advice based on a clear understanding of the members’ financial situation through outbound calls.

Persuades members to buy value-added solutions to meet their needs.

Actively seeks opportunities through outbound sales phone calls to enhance knowledge of Elevations products and services as well as member needs.

Gains the trust of members by being honest, keeping commitments, sharing information, and treating them with respect.

Conveys information to members in a clear, compelling way that will positively affect their thoughts and actions.

Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales role.

Sets high standards of performance, quality, and accountability for oneself.

Adheres to all applicable state and federal regulations.

Works with outside organizations to earn referral consumer lending business.

Performs other duties as assigned.
Qualifications:What you need for this position:

Knowledge and Skills:


Two-plus years in a consultative sales/service role.

Understanding consumer lending processes and products is a plus.

Call Center experience preferred.


Bachelor’s degree is 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.
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