Financial Consultant I - (Loan Officer)

Fitzsimons Credit UnionAurora, CO
7d$21 - $24

About The Position

At Fitzsimons, we're not just about numbers, we're about people! If you're passionate about making a difference, helping members achieve their financial goals, and having fun along the way - we want YOU to join our team! We believe in Pride, Integrity, and Passion in everything we do - our words, actions, and motivations. PIP WAM! We're all about turning every interaction into an unforgettable experience. Ready to be part of something amazing? Why Choose Fitzsimons? It's simple - we care about our members and our team! As a Financial Consultant I, you'll help members with loans, accounts, and financial solutions that truly make a difference in their lives. You'll get to build relationships, provide personalized guidance, and be part of a supportive, growth-focused team. Plus, we offer awesome benefits to support YOU in your career and life.

Requirements

  • A positive attitude and passion for helping others succeed financially.
  • Strong communication skills with the ability to connect with people from all walks of life.
  • Problem-solving skills and a solutions-focused mindset.
  • Attention to detail with the ability to juggle multiple priorities.

Nice To Haves

  • Spanish-speaking skills are a plus!
  • Previous lending or financial services experience is preferred, but we're happy to train the right person!

Responsibilities

  • Engage with Members: Provide friendly, personalized service in person, over the phone, or digitally - always focused on building trust.
  • Loan Solutions: Assist members with consumer loans, home equity products, credit cards, and more - from application to funding.
  • Account Services: Open new accounts, update existing accounts, and ensure accuracy in all member transactions.
  • Product Recommendations: Identify members' needs and recommend the best credit union products, referring to specialists when necessary.
  • Financial Guidance: Educate members on their options so they can make informed financial decisions.
  • Tech Support: Help members navigate online banking and other self-service tools.
  • Compliance & Security: Follow all policies, procedures, and regulations while keeping member information safe and secure.

Benefits

  • Tuition reimbursement & educational assistance – We love supporting your growth!
  • Internal development opportunities – We want you to shine and grow with us.
  • HSA, with an employer contribution to your Health Savings plan – We've got your back.
  • Wellness programs – Because a happy team is a healthy team!
  • Paid time off benefits – Take time for YOU!
  • 401(k) plan with 5% employer match – Your future matters to us.
  • Employee loan discounts – We're here to help with your financial journey.
  • Employer-paid short-term disability, long-term disability, and life insurance – We care about your well-being.
  • Paid parental leave – Because family is everything.
  • Three hours of volunteer paid leave every month – Give back to the community!

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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