Universal Banker - Belmar at Westerra Credit Union

Lakewood, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Sep, 26

Salary

21.0

Posted On

18 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Cash Handling, Sales, Referral Disposition, Interpersonal Communication, Problem Solving, Attention To Detail, Basic Computer Knowledge, Consultative Selling, Relationship Building, Account Servicing, Loan Origination

Industry

Banking

Description

Why Westerra? At Westerra Credit Union, we believe You Can Do Money. It is more than just a phrase. It is a mindset that shapes how we empower each other and our members to take control, grow, and thrive financially. Our culture is built on beliefs that guide how we show up every day. We focus on being member-obsessed, radically transparent, relentlessly collaborative, and always learning in motion. These are not just words. They are the heart of everything we do. Inspired by our vision to Out-Love Every Bank in Colorado, we bring genuine care and dedication to every member interaction. Our mission to teach, guide, and ignite members to own their financial future drives us to create meaningful, personal connections. This mission comes alive through our MX Code, which encourages us to anticipate needs, listen deeply with both heart and head, find the best total solution, mark the moment, and truly own the impact we make. This is how we translate our strategy into experiences that matter. When you join Westerra, you become part of a vibrant community where innovation, openness, and collaboration are not just ideals; they are daily practices. Everyone is invited to bring their authentic selves, curiosity, and passion to the table. Together, we learn, grow, and thrive, committed to making a real difference for our members and one another. Because at Westerra, we do not just talk about money, we believe you can do money. 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, and further deepening relationships with account servicing and basic loan originations. The person in this role should have a passion for serving our membership, our communities, and delivering upon our Purpose, “We exist to teach one another to prosper.” They should have the drive to create member experiences worth bragging about, and for delivering results within the branch. 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: * 1+ years customer service experience required * Cash handling experience required * Strong sales and referral disposition required 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 WHAT IS THE WORK ENVIRONMENT LIKE, AND ARE THERE PHYSICAL REQUIREMENTS FOR THIS ROLE? * 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 Salary: in addition to the starting rate of $21 per hour, this role is also eligible for Westerra’s self-funding reward plan. This plan pays out a cash incentive annually if Westerra hits specific criteria tied to financial goals and this role has a direct impact on the outcome of those results! In addition, USR's will become eligible for monthly variable pay incentives, providing additional earning opportunities tied to performance. 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 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 Please note, applications will be accepted at least until June 22, 2026.

Responsibilities

The role provides exceptional member service through consultative conversations, blending teller-line financial transactions with account servicing and basic loan originations. Responsibilities include identifying member financial goals, recommending tailored product solutions, and representing the credit union at community events.