Universal Banker - Littleton Branch

About the position

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.

Responsibilities

• 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

Requirements

• 1+ years customer service experience required
• Cash handling experience required
• Strong sales and referral disposition required

Benefits

• 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
• 4 weeks of paid parental leave
• Mental health resources including an Employee Assistance Program (EAP)
• Individualized learning and development programs