Associate Financial Solutions Guide

Location

• On-site: Elevations Boulder Downtown Branch

Summary/Objective

As part of the branch team, the Associate Financial Solutions Guide (AFSG) meets with Elevations' members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The AFSG is an important part of the branch team that creates raving fans through delivering amazing experiences-every member, every time.

Essential Functions.

• Exhibits passion for Elevations Credit Union (ECU) and demonstrates Elevations' core values, Integrity, Respect, Passion, Creativity, and Excellence.
• Engages members using the Personalized, Elegant, Accurate, Kind, and Timely (PEAK'T) Service model; with care, professionalism, and the highest level of service to explore relevant solutions to members and refer to internal partners as identified.
• Originates consumer lending applications and identifies other internal partner referral opportunities.
• Handles account maintenance needs such as opening and closing accounts, online banking support, and fee refunds. Other transactions to include, but not limited to, processing account deposits, cash handling, withdrawals, and payments.
• Develops and fosters professional relationships with members and within the community to increase member acquisition and generate revenue, including outbound calling.
• Demonstrates operational excellence through adherence with established policies, procedures, and processes.
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Reports To

Branch Manager

Manages:

This role does not have supervisory responsibility

Required Skills, Education and Experience

• High school diploma or equivalent
• 2+ years consultative sales/service experience
• 1+ years of Financial Institution Experience
• Proficient in Microsoft Word and Excel
• Current notary or receives certification within 90 days of employment

Preferred Skills, Education and Experience

• Bachelor's degree
• Consumer and business lending experience
• Bilingual English/Spanish speaking preferred - includes $150/month bilingual bonus after passing aptitude assessment!

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• Retail Operations and Marketing: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally and up to 25 lbs of force infrequently to lift, carry, push, pull, or move objects.

Position Type/Expected Hours of Work

Full time 40 hours per week, ¾ time 30 hours per week, ½ time 20 hours per week, or ¼ time 10-15 hours per week. Days of work: Monday - Saturday

Classification:

Non-Exempt

Compensation Information:

The person hired into this position will likely earn between $22.51 and $28.14, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.