Personal Banker - Castle Rock

Westerra Credit Union•Castle Rock, CO

5d•$22•Onsite

About The Position

The FSR 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, coaching members through our digital lens, and further deepening relationships with account servicing and originating all of Westerra’s consumer loan products.

Requirements

2+ years’ experience in consumer lending and/or consultative sales
Banking or credit union experience (preferred)
1+ year serving as a USR, and demonstrated skills and abilities listed
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
Can be accountable for the completion of assigned tasks and projects with supervision
Uses judgement with supervision
Understands the basic business line and operating environment
Able to handle problems that are not particularly difficult nor complex

Responsibilities

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
Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
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 the member.
Responsible for outbound calling campaigns to drive sales as well as retain members.
As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
Represents Westerra at community and business development events
Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.
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
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