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   Closing Date: May. 30, 2020

Employer:Credit Union of the Rockies
Job Location: Frisco - Summit County
Employment Type:Full Time
Salary Range:Negotiable - Base + Commission
Benefits:PTO, Health, Dental, Vision, 401K, Life, STD, LTD


Credit Union of the Rockies is seeking a new team-member to join our credit union in our Retail Lending Department!

As a financial life coach, you help create the energy and excitement around credit union products, providing the right solutions and getting products into members' hands. You understand that Credit Union of the Rockies is dedicated to delivering an exceptional member experience that's unlike any other. It starts with you discovering members' needs. And with the support of your team members, you match those needs with the right products. Every day is an opportunity for you to turn another credit union visitor into a loyal credit union member.

You would also be responsible for managing the impressions of Credit Union of the Rockies members while providing friendly, professional, confidential and effective assistance while minimizing wait time, to accurately process financial transactions and be an effective source of information for our members: in lobby area, online or by telephone. You will directly address the needs of Credit Union of the Rockies members, and work with team members to ensure a genuine and exceptional member experience.

Credit Union of the Rockies offers a competitive base-pay along with a variable compensation package related to meeting and/or exceeding your goals!



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.

Always curious, you stay on top of news about financial products and initiatives, ready to apply your learning in member interactions.

Your success is measured by team and individual productivity as well as overall branch performance.

You're proud to represent Credit Union of the Rockies, and you get great satisfaction from helping members develop lifelong relationships with us. 

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) Within guidelines and limits, interviewing applicant and requesting information for loan application 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.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

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