Universal Banker - Belmar

Westerra Credit Union•Lakewood, CO

16h•Onsite

About The Position

The USR role is primarily responsible for providing exceptional member service through a consultative approach by engaging our 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 our membership, our communities, and delivering upon our 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 listen and respond to member/customer needs, seeking clarification when needed
Strong verbal and interpersonal communication
Proven attention to detail
Ability to solve problems and respond with appropriate solution
Basic computer knowledge
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

Responsibilities

Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
Engages members through strategic, open-ended discovery questions to uncover financial priorities, identify short-term and long-term goals, and align solutions with the member’s financial needs and values
Demonstrates knowledge of Westerra’s products and services and proactively identifies and recommends tailored solutions to meet member needs
Represents Westerra at community and business development events
Contributes to branch goals and supports current business priorities and initiatives
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 NMLS (National Mortgage Licensing System) registration within 30 days of hire
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
Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property
401(k) that includes up to 6% match
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