Personal Banker-Sr. Personal Banker (Lakewood | Green Mountain)
Westerra Credit Union, Lakewood, Colorado, United States
Overview
Here at Westerra Credit Union, every employee counts. Our teams are made up of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS – qualities that make us GREAT. Each person brings their authentic self to work, and we want you to feel comfortable being YOU. We work toward a shared purpose: to teach one another to prosper. We strive to be a modern financial community where we all belong, both for our employees and the members we serve. We look forward to seeing how you will contribute to this purpose by positively impacting our members’ lives through personal attention, financial education, community engagement, and more. This is true for every role, as we are all member-facing.
Founded by schoolteachers in 1934, we are a learning organization at our core. We embed a growth mindset in our employees, ensuring that we all prosper together. If you’re ready to make an impact and join a community where you can grow, belong, and thrive, we encourage you to apply today and help shape the future of Westerra!
What is the role? The FSR, FSR II, and FSR Sr. roles are 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 deepening relationships with account servicing and originating all of Westerra’s consumer loan products.
What will be expected of me?
Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
Engages members through strategic, open-ended discovery questions to uncover financial priorities, identify short-term and long-term goals, and align solutions with the member’s financial needs and values
Demonstrates knowledge of Westerra’s products and services and proactively identifies and recommends tailored solutions to meet member needs
Represents Westerra at community and business development events
Contributes to branch goals and supports current business priorities and initiatives
Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
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
What am I bringing? Experience/Education
FSR I
— Minimum of 2+ years’ experience in consumer lending in a financial institution
FSR II
— Minimum of 4+ years’ experience in consumer lending in a credit union environment
Sr FSR
— Minimum of 6 years’ experience in consumer lending in a credit union environment
Salary : In addition to the starting hourly rate, this role is eligible for a monthly incentive plan based on individual performance. It is also eligible to participate in Westerra’s self-funding reward plan at a prorated amount. The starting rate will be dependent on experience with consumer lending and internal equity: FSR I starts at $22/hr, FSR II starts at $24/hr and Sr. FSR starts at $26/hr.
Skills And Abilities
Ability to listen and respond to member/customer needs, seeking clarification when needed
Strong verbal and interpersonal communication
Proven attention to detail
Ability to solve problems and respond with appropriate solution
Basic computer knowledge
Accountable for basic short-term tasks and work is primarily routine and follows standard procedures
Uses basic judgement under close supervision or instruction
Understanding of procedures for basic technical, administrative, or operative tasks
Work environment and physical requirements
Mon-Fri: On location in the branch (Saturdays on rotation)
Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
Works primarily at standing desk
Ability to lift 25 pounds
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 (PTO) per year
Anniversary time off of 1+ days for each anniversary year (PLAY)
16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) with up to 6% match
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
Applications will be accepted at least until November 3, 2025.
#J-18808-Ljbffr
Founded by schoolteachers in 1934, we are a learning organization at our core. We embed a growth mindset in our employees, ensuring that we all prosper together. If you’re ready to make an impact and join a community where you can grow, belong, and thrive, we encourage you to apply today and help shape the future of Westerra!
What is the role? The FSR, FSR II, and FSR Sr. roles are 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 deepening relationships with account servicing and originating all of Westerra’s consumer loan products.
What will be expected of me?
Assists members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution
Engages members through strategic, open-ended discovery questions to uncover financial priorities, identify short-term and long-term goals, and align solutions with the member’s financial needs and values
Demonstrates knowledge of Westerra’s products and services and proactively identifies and recommends tailored solutions to meet member needs
Represents Westerra at community and business development events
Contributes to branch goals and supports current business priorities and initiatives
Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations
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
What am I bringing? Experience/Education
FSR I
— Minimum of 2+ years’ experience in consumer lending in a financial institution
FSR II
— Minimum of 4+ years’ experience in consumer lending in a credit union environment
Sr FSR
— Minimum of 6 years’ experience in consumer lending in a credit union environment
Salary : In addition to the starting hourly rate, this role is eligible for a monthly incentive plan based on individual performance. It is also eligible to participate in Westerra’s self-funding reward plan at a prorated amount. The starting rate will be dependent on experience with consumer lending and internal equity: FSR I starts at $22/hr, FSR II starts at $24/hr and Sr. FSR starts at $26/hr.
Skills And Abilities
Ability to listen and respond to member/customer needs, seeking clarification when needed
Strong verbal and interpersonal communication
Proven attention to detail
Ability to solve problems and respond with appropriate solution
Basic computer knowledge
Accountable for basic short-term tasks and work is primarily routine and follows standard procedures
Uses basic judgement under close supervision or instruction
Understanding of procedures for basic technical, administrative, or operative tasks
Work environment and physical requirements
Mon-Fri: On location in the branch (Saturdays on rotation)
Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
Works primarily at standing desk
Ability to lift 25 pounds
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 (PTO) per year
Anniversary time off of 1+ days for each anniversary year (PLAY)
16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) with up to 6% match
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
Applications will be accepted at least until November 3, 2025.
#J-18808-Ljbffr