Universal Banker (Castle Rock) Location Hybrid remote in Castle Rock, CO : 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 : the starting range for this position is $20-$21 per hour. In addition to the starting range, 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) Home office reimbursement for hybrid/remote roles Individualized learning and development programs Please note, applications will be accepted at least until January 16, 2024.
