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Financial Life Coach/Personal Banker - Frisco
Location:
Frisco, CO
Description:
Credit Union of the Rockies is seeking a new team-member to join our credit union in our Retail Lending Department up in the mountains of Summit County, Colorado! Credit Union of the Rockies offers a competitive base-pay along with a variable compensation package related to meeting and/or exceeding your goals! We are a collaborative company that works closely with our mountain branch personnel to help people in the communities that we serve fulfill their financial dreams. STAFF SUCCESS STORIES: Starting Position: Teller; Current Position: President/CEO (10-years) Starting Position: Teller; Current Position: Assistant Branch Manager (3-years) Starting Position: Teller; Current Position: Compliance Specialist (5-years) Starting Position: Call Center Supervisor; Current Position: HR/Executive Assistant (3-years) Starting Position: Asst. Branch Manager; Current Position: Assistant Accounting Manager (5-years) Starting Position: Teller; Current Position: Loan Officer (2-years) Build your career in the beautiful mountain communities of Colorado! We have so many staff that already have! As a Loan Officer (Financial Life Coach), this role drives lending solutions with our membership from start to finish. Our Financial Life Coaches hold interviews with members and potential members to find the right lending solution that helps them achieve their financial goals. This role works directly with onsite Underwriters at our corporate location and communicates lending decisions with the membership. At Credit Union of the Rockies, you'll find that our loan officers get to manage the entire experience. Interviewing, follow-up, loan closings - our loan officers manage the entire relationship experience! Our ideal candidate will be dedicated to delivering an exceptional branded member experience that is unlike any other financial institution. The process starts with you and we give you the tools to develop your own book of business! Every day is an opportunity for you to turn another credit union visitor into a loyal credit union member. A typical day may include conversations with members in our mountain communities, working directly with your supervisor on developing your pipeline, receiving coaching and mentorship from our Management Team while having direct access to our lending Executive Team. DUTIES: As a financial life coach, you're highly skilled at uncovering members' needs, then following through with effective solutions. Not only are you one of the first people members meet when they enter the branch, but you're also the person who guides them - advising, selling, and even setting up their new products. The right candidate will be able to work within a customer-focused/deadline-driven/high-energy environment who can provide courteous, friendly and professional assistance to their team and our membership. The candidate we choose will know how to effectively manage their time to achieve optimum results, drive urgency with members, and know how to comprehensively package our products and services to the member. Responsibilities include: (1) Processing loans within organizational guidelines and limits, interviewing applicant and requesting information for lending solutions and resolving questions regarding application information; (2) Responsible for selling credit insurance, GAP, and Warranty products offered by Credit Union; (3) Responsible for meeting goals for number of loans and dollar amount of loans as set by the Credit Union. If this sounds like you - please click on the full job description and apply today! Competitive sales/community minded individuals will thrive in this role! Job Posted by ApplicantPro
Company:
Credit Union Of The Rockies
Industry:
Accounting & Finance
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Financial Life Coach/Personal Banker - Frisco
Financial Life Coach/Personal Banker - Frisco is a Banking Jobs Banker Job at Credit Union of the Rockies located in Frisco CO. Find other listings like Financial Life Coach/Personal Banker - Frisco by searching Oodle for Banking Jobs Banker Jobs.
Financial Life Coach/Personal Banker - Frisco is a Banking Jobs Banker Job at Credit Union of the Rockies located in Frisco CO. Find other listings like Financial Life Coach/Personal Banker - Frisco by searching Oodle for Banking Jobs Banker Jobs.