Universal Banker - Belmar

Westerra Credit Union•Lakewood, CO

18d•$0 - $21•Onsite

About The Position

The Universal Banker (USR) provides exceptional member service through a consultative approach, engaging members in solutions-based conversations. This relationship-building role combines financial transactions on the teller line with account servicing and basic loan originations. The position serves members and the community while helping members reach their financial goals and delivering results for the branch. The role is based at the branch Monday through Friday, with Saturdays on rotation.

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 suited to members’ financial needs, goals, and values.
Ability to drive sales through a consultative approach.
Strong verbal and interpersonal communication skills.
Attention to detail with minimal errors.
Problem-solving skills.
Knowledge of products and services.
Ability to navigate Westerra systems and sites efficiently.
Understanding of role-related processes, procedures, guidelines, and resources.
Ability to handle basic short-term tasks and routine work following standard procedures.
Ability to use basic judgment under close supervision or instruction and understand procedures for basic technical, administrative, or operative tasks.
Ability to travel to assigned branch locations, occasionally including multiple locations in one day.

Responsibilities

Assist members with transactions according to established processes and service standards, answer inquiries, and resolve issues.
Meet or exceed monthly sales goals while maintaining strong service and member experience.
Build and grow member relationships by understanding financial needs and goals, explaining how Westerra can help, and following up through proactive outreach, phone calls, or in-person visits.
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 suitable solutions.
Deliver individual and branch sales results and meet 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 and long-term disability insurance.
More than 20 days of paid time off per year.
16 hours of volunteer time off per year.
More than 11 paid holidays.
401(k) with up to a 6% match.
Discount of up to 2% off the rate on a new Westerra mortgage for a primary residence, second home, or investment property.
2% discount on 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.