Why Westerra?
What is the role?
What will be expected of me?
Salary: This position starts at $20 per hour and is eligible for an annual bonus based off organizational performance. Please note: for internal transfers, Westerra’s Guidelines will be used to determine the appropriate promotional increase.
What is the work environment like, and are there physical requirements for this role?
At Westerra Credit Union, we strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members we serve. We believe we are all working towards the same goal, and exist to teach one another to prosper. By joining our team, you are joining us in our mission to positively impact lives through personal attention and financial education. Surround yourself with high performing peers who are committed to being honorable, inventive, great, curious, and authentically themselves!
What is the role?
Primarily responsible for providing exceptional member service to Westerra members by identifying and providing solutions through a consultative approach. This position is relationship building role with a blend of financial transactions performed on the teller-line (60%) and further deepening relationships with account servicing and loan origination (40%).
What will be expected of me?
- Accurately processes financial transactions in a timely manner.
- Identifies the financial needs of new and existing members through open-ended questions and a consultative approach.
- Opens new accounts.
- Originates credit card and consumer loan applications.
- Assists members with account transactions and demonstrates the use of automated services to new and existing members in order to increase the use of automated services such as online banking, eStatements, and bill pay set-up.
- Services, maintains and answers member questions related to all products/services including but not limited to: ACH transactions, stop payments, VISA Debit Card, On-line banking, Bill Pay, wire transfers, Share Certificates, deposit rates, IRAs, and account histories.
- Adheres to all Westerra policies and procedures and Federal and State laws and regulations applicable to the credit union.
- Other duties as assigned.
What I’m bringing…
Experience/Education:
- Minimum 2 years’ customer service experience.
- Minimum 1 year experience in consumer lending, financial services and/or consultative sales/service.
Skills and Abilities:
- Ability to understand and respond to customer needs.
- Strong verbal and interpersonal communication.
- Proven attention to detail.
- Ability to solve problems and respond with appropriate solution.
- Basic Computer Knowledge.
- Basic understanding of business and operating environment.
- Accountable for the completion of assigned tasks.
- Ability to understand straightforward, administrative, and/or other basic product and service offerings.
Salary: This position starts at $20 per hour and is eligible for an annual bonus based off organizational performance. Please note: for internal transfers, Westerra’s Guidelines will be used to determine the appropriate promotional increase.
What is the work environment like, and are there physical requirements for this role?
- Office environment
- Works primarily at desk.
Some of our benefit offerings...
- Three Health Plans through UHC that offer a variety of coverage options, including HSA and FSA options.
- Two Dental Plans through Delta Dental
- Westerra pays for Basic Life and AD&D, Short Term Disability and Long Term Disability
- 20 - 26 days of Paid Time Off (PTO) per year
- 16 hours of Volunteer Time Off (VTO) per year
- Awesome Anniversary Program that consists of PLAY (Paid Leave for Anniversary Year)
- 11+ Paid Holidays
- Up to $5250 per year for Educational Reimbursement
- 2 weeks of Paid Parental Leave
- Retirement (401K) – Westerra Match up to 6%
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