Personal Banker - Lafayette; Branch

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Regular Full-Time Professional Lafayette, CO, US

2 days ago Requisition

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.

We're excited to announce the opening of a brand-new credit union branch –
an incredible opportunity to be part of something from the very beginning! Joining a new branch means helping shape its culture, build strong relationships with members, and make a meaningful impact in the community
from day one. It's an exciting chance to grow your career, collaborate with a new team, and play an important role in bringing our credit union's mission to life in a new location. We'd love for you to be part of this exciting new chapter!

The FSR 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 originating all of Westerra’s consumer loan products.

• Build and grow relationships with members by asking questions to learn about their financial needs, understanding their goals, and sharing how Westerra can help them by following up through proactive outreach, phone or in-person visits
• Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.
• Maintains knowledge of products and services and educates members on emerging technology and digital solutions such as mobile, online, ATM and other offerings.
• Recognizes opportunities to save members money and presents solutions to the member.
• Responsible for outbound calling campaigns to drive sales as well as retain members.
• As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.
• Represents Westerra at community and business development events
• Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit…