Universal Banker - Green Mountain (Lakewood)

Westerra Credit Union•Lakewood, CO

4d•Onsite

About The Position

The Universal Banker (USR) role is primarily responsible for providing exceptional member service through a consultative approach by engaging members in solutions-based conversations. This position is a relationship-building role with a blend of financial transactions performed on the teller-line, and further deepening relationships with account servicing and basic loan originations. The person in this role should have a passion for serving members, communities, and delivering upon the Purpose, “We exist to teach one another to prosper.” They should have the drive to create member experiences worth bragging about, and for delivering results within the branch.

Requirements

1+ years customer service experience required
Cash handling experience required
Strong sales and referral disposition required
Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values
Ability to drive sales through a consultative approach.
Strong verbal and interpersonal communication
Proven attention to detail with minimal errors
Demonstration of problem-solving skills
Demonstration of product and services knowledge
Can navigate with ease and efficiency through key Westerra Systems/Sites
Understanding of processes, procedures and guidelines and resources for the role
Accountable for basic short-term tasks and work is primarily routine and follows standard procedures
Uses basic judgement under close supervision or instruction
Understanding of procedures for basic technical, administrative, or operative tasks
Ability to travel to assigned branch locations, which on rare occasion could include multiple locations in one day

Nice To Haves

Notary public certification

Responsibilities

Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
Build and grow relationships with members by asking questions to learn about their financial needs, understanding their goals, and sharing how Westerra can help them by following up through proactive outreach, phone or in-person visits.
Maintains knowledge of products and services and educates members on emerging technology and digital solutions such as mobile, online, ATM and other offerings.
Recognizes opportunities to save members money and presents solutions to members.
Delivers results related to individual and branch sales goals and member service expectations.
Represents Westerra at community and business development events.
Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations.
Maintains high-level of confidentiality.
Obtains and maintains notary public certification within six months of employment (if not already certified) to perform notarial acts such as verifying signatures, administering oaths, and certifying documents.
Other duties as assigned

Benefits

Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
Two dental plans through Delta Dental
Basic life and AD&D insurance, short-term disability and long-term disability
20+ days of paid time off (PTO) per year
Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes up to 6% match
Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
2% off Auto/RV/Motorcycle Loans
Up to $5250 per year for educational reimbursement
4 weeks of paid parental leave
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs