Associate Financial Solutions Guide

Elevations Credit Union • Boulder, CO

12h • $23 - $28 • Onsite

About The Position

As part of the branch team, the Associate Financial Solutions Guide (AFSG) meets with Elevations’ members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The AFSG is an important part of the branch team that creates raving fans through delivering amazing experiences—every member, every time.

Requirements

• High school diploma or equivalent
• 2+ years consultative sales/service experience
• 1+ years of Financial Institution Experience
• Proficient in Microsoft Word and Excel
• Current notary or receives certification within 90 days of employment
• A personal smartphone is a requirement for employment

Nice To Haves

• Bachelor’s degree
• Consumer and business lending experience
• Bilingual English/Spanish speaking preferred – includes $150/month bilingual bonus after passing aptitude assessment!

Responsibilities

• 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 identified.
• Originates consumer lending applications and identifies other internal partner referral opportunities.
• Handles account maintenance needs such as opening and closing accounts, online banking support, and fee refunds. Other transactions to include, but not limited to, processing account deposits, cash handling, withdrawals, and payments.
• Develops and fosters professional relationships with members and within the community to increase member acquisition and generate revenue, including outbound calling.
• 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).

Benefits

• Focus on supporting our employees’ mental, physical, and financial well-being
• Commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• Annual bonus
• Bilingual bonus ($150/month after passing aptitude assessment)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED