Personal Banker

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! # What is the role? 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. # What will be expected of me? - 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 union. - 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 and/or consultative sales - FSR II: Minimum of 4 years' experience in consumer lending and/or consultative sales, with at least 2 of those years in a financial services role - FSR III: Minimum of 6 years' experience in consumer lending and/or consultative sales/service, with at least 3 of those years in a financial services role Salary : in addition to the starting hourly rate, this position is eligible for a monthly incentive program and Westerra's self-funding annual reward plan. - FSR I: Starting at $23/hour - FSR II: Starting at $25/hour - FSR III: Starting at $27/hour Skills and Abilities: - Ability to understand and respond to member needs, as well as consistently make recommendations to members on Westerra products that will fit their financial needs/goals/values - Ability to drive sales through a consultative approach. - Strong verbal and interpersonal communication - Proven attention to detail with minimal errors - Demonstration of problem-solving skills - Demonstration of product and services knowledge - Can navigate with ease and efficiency through key Westerra Systems/Sites - Understanding of processes, procedures and guidelines and resources for the role - Can be accountable for the completion of assigned tasks and projects with supervision - Uses judgement with super ision - Understands the basic business line and operating environment - Able to handle problems that are not particularly difficult nor complex 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 # 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 - 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 October 2, 2026.