Universal Banker - Arvada

12eec6cd-67a9-4d96-aeaa-41f23add53f8•Arvada, CO

1d•$0 - $21•Onsite

About The Position

The Universal Banker provides exceptional member service through a consultative approach, engaging members in solutions-based conversations. The role combines financial transactions on the teller line with account servicing and basic loan originations, while building member relationships and contributing to branch results. The successful candidate is passionate about serving members and the community, creating memorable member experiences, and helping members work toward their financial goals. The position is based at a branch location Monday through Friday, with Saturdays on rotation. The role works primarily at a standing desk and may require travel to assigned branch locations, occasionally including multiple locations in one day. A notary public certification must be obtained and maintained within six months of employment if the employee is not already certified.

Requirements

At least 1 year of customer service experience.
Cash handling experience.
Strong sales and referral disposition.
Ability to understand and respond to member needs and recommend Westerra products that fit members’ financial needs, goals, and values.
Ability to drive sales through a consultative approach.
Strong verbal and interpersonal communication skills.
Attention to detail and ability to work with minimal errors.
Problem-solving skills.
Knowledge of products and services.
Ability to navigate Westerra systems and sites efficiently.
Understanding of processes, procedures, guidelines, and role resources.
Ability to handle basic short-term tasks that are primarily routine and follow standard procedures.
Ability to use basic judgment under close supervision or instruction.
Understanding of procedures for basic technical, administrative, or operative tasks.
Ability to travel to assigned branch locations, occasionally including multiple locations in one day.
Ability to lift 25 pounds.

Responsibilities

Assist members with transactions, inquiries, and issue resolution according to established processes and service standards.
Meet or exceed monthly sales goals while maintaining strong service and member experience levels.
Build and grow member relationships by identifying financial needs and goals, recommending relevant Westerra solutions, and following up through proactive outreach by phone or in person.
Maintain knowledge of products and services and educate members about technology and digital solutions, including mobile, online, and ATM offerings.
Identify opportunities to save members money and present appropriate solutions.
Meet individual and branch sales goals and member service expectations.
Represent Westerra at community and business development events.
Demonstrate the Westerra Way Experience and comply with policies, procedures, and applicable federal and state laws and regulations.
Maintain a high level of confidentiality.
Obtain and maintain notary public certification within six months of employment if not already certified, and perform notarial acts such as verifying signatures, administering oaths, and certifying documents.
Perform other duties as assigned.

Benefits

Three health plans through UMR, with 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 per year.
16 hours of paid volunteer time off per year.
11+ paid holidays.
401(k) with up to 6% match.
Up to 2% off the rate on a new Westerra mortgage, for a primary residence, second home, or investment property.
2% off auto, RV, and motorcycle loans.
Up to $5,250 per year in educational reimbursement.
Four weeks of paid parental leave.
Mental health resources, including an Employee Assistance Program.
Individualized learning and development programs.
Annual bonus potential tied to Westerra’s financial performance.