Qureos Mentor

Westerra Credit Union

<div><p>Role: FSR</p><h1 class="jobSectionHeader"><b>
Why Westerra?</b></h1><div>
At Westerra Credit Union, we believe <i>You Can Do Money</i>. 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<b>-</b>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.</div><div>
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.</div><h1 class="jobSectionHeader"><b>
What is the role?</b></h1><div>
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&rsquo;s consumer loan products.</div><h1 class="jobSectionHeader"><b>
What will be expected of me?</b></h1><div><ul><li>
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</li><li>
Consistently meets and/or exceeds monthly sales goals while maintaining stellar service and member experience levels.</li><li>
Maintains knowledge of products and services and educates members on emerging technology and digital solutions such as mobile, online, ATM and other offerings.</li><li>
Recognizes opportunities to save members money and presents solutions to the member.</li><li>
Responsible for outbound calling campaigns to drive sales as well as retain members.</li><li>
As needed, will assist members with transactional needs according to established processes and service standards, including answering member inquiries and issue resolution.</li><li>
Represents Westerra at community and business development events</li><li>
Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.</li><li>
Maintains high level of confidentiality</li><li>
Obtains NMLS (National Mortgage Licensing System) registration within 30 days of hire</li><li>
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</li><li>
Other duties as assigned</li></ul><p><b><br>
 Will I have Direct Reports?</b> No</p></div><h1 class="jobSectionHeader"><b>
What am I bringing?</b></h1><h2 class="jobSectionHeader"><b>
Experience/Education:</b></h2><div><b>
External Candidates:</b></div><div><ul><li>
2+ years&rsquo; experience in consumer lending and/or consultative sales</li><li>
Banking or credit union experience (preferred)</li></ul></div><div></div><div><b><br>
Internal Candidates:</b></div><div><ul><li>
1+ year serving as a USR, and demonstrated skills and abilities listed</li></ul></div><h2 class="jobSectionHeader"><b>
Skills and Abilities:</b></h2><div><ul><li>
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</li><li>
Ability to drive sales through a consultative approach.</li><li>
Strong verbal and interpersonal communication</li><li>
Proven attention to detail with minimal errors</li><li>
Demonstration of problem-solving skills</li><li>
Demonstration of product and services knowledge</li><li>
Can navigate with ease and efficiency through key Westerra Systems/Sites</li><li>
Understanding of processes, procedures and guidelines and resources for the role</li><li>
Can be accountable for the completion of assigned tasks and projects with supervision</li><li>
Uses judgement with supervision</li><li>
Understands the basic business line and operating environment</li><li>
Able to handle problems that are not particularly difficult nor complex</li></ul></div><h2 class="jobSectionHeader"><b>
What is the work environment like, and are there physical requirements for this role?</b></h2><div><ul><li>
Mon-Fri: On location in the branch (Saturdays on rotation)</li><li>
Occasionally: Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule</li><li>
Works primarily at standing desk</li><li>
Ability to lift 25 pounds</li></ul></div><p><b>
Salary</b>: in addition to the starting hourly rate of $22, this position is eligible for a monthly incentive program and Westerra&rsquo;s self-funding annual reward plan.</p><h1 class="jobSectionHeader"><b>
What are some of our benefit offerings?</b></h1><div><ul><li>
Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options</li><li>
Two dental plans through Delta Dental</li><li>
Basic life and AD&amp;D insurance, short-term disability and long-term disability</li><li>
20+ days of paid time off (PTO) per year</li><li>
Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)</li><li>
16 hours of volunteer time off (VTO) per year</li><li>
11+ paid holidays</li><li>
401(k) that includes up to 6% match</li><li>
Up to 2% off the rate on a new Westerra mortgage, applicable to primary residence, second home, or investment property</li><li>
2% off Auto/RV/Motorcycle Loans</li><li>
Up to $5250 per year for educational reimbursement</li><li>
4 weeks of paid parental leave</li><li>
Mental health resources including an Employee Assistance Program (EAP)</li><li>
Individualized learning and development programs</li></ul></div><div></div><div><br>
Please note, applications will be accepted until at least March 16, 2026.</div></div><div></div>

Personal Banker - Castle Rock

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Westerra Credit Union

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Personal Banker - Castle Rock