Universal Banker - Denver, United States - Westerra Credit Union

Description

Why Westerra?
Here at Westerra Credit Union, every employee counts. Our teams are composed of high-performing individuals committed to being

HONORABLE, INVENTIVE, and CURIOUS , which makes them

GREAT .

Our team members show up every day authentically being themselves and our diversity, equity, inclusion and belonging (DEIB) focus is a critical pillar of our organization.

We want you to feel comfortable being YOU. All of our team members are working towards the same purpose - to teach one another to prosper.

We strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members that we serve.

We can't wait to see how you will contribute to this purpose, positively and intentionally, by impacting our members' lives through personal attention, financial education, community engagement and much more.

This is true regardless of your role, as we are all member-facing.

Founded by schoolteachers in 1934, we are a learning organization at our core and embed a growth mindset in our employees so that we all prosper.

What is the role?

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, coaching members through our digital lens, and further deepening relationships with account servicing and basic loan originations.

What will be expected of me?

Resolves member related issues and assists with transactions.

Gains permission to ask key open-ended discovery questions to uncover financial values and gather short-term and long-term goals that connect to financial values.

Describes how the right product(s)/service(s) can fulfill needs, goals and values after a holistic picture of the member is established.

Assist member with basic lending solutions.

Is fully engaged with every member interaction ensuring every member feels valued.

Use Westerra technology to facilitate and educate members on how to utilize self-service basic transactions in the lobby.

Contributes to branch goals and supports current business priorities and initiatives.

Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.

Thrives in a team focused environment.

Other duties as assigned.

What will I bring?


Experience and education:
Minimum 1 year customer service experience

Cash handling experience required

Strong sales and referral disposition required

High School Diploma or GED required


Skills and abilities:
Ability to understand and respond to member needs

Willingness to embrace a digital first mindset when assisting members

Strong verbal and interpersonal communication

Proven attention to detail

Ability to solve problems and respond with appropriate solution

Basic Computer Knowledge

Basic understanding of business and operating environment

Accountable for the completion of assigned tasks

Ability to understand straightforward, administrative, and/or other basic product and service offerings

What is the work environment like, and are there physical requirements for this role?
Office environment Works primarily at a desk Salary: this position starts at $20 per hour. In addition to the starting rate, this role is also eligible for Westerra's self-funding reward plan.

This plan pays out a cash incentive annually if the company hits specific criteria tied to our financial goals and you will have a direct impact on the outcome of those results.

What are some of our benefit offerings?

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 $5250 per year for educational reimbursement

Partial paid parental leave

Mental health resources including an Employee Assistance Program (EAP)

Individualized learning and development programs

Please note, applications will be accepted at least until March 5, 2024.

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