Business Banker - Business Banker Sr.
Westerra Credit Union
Denver, CO
Sales / Marketing, Finance / Banking / Insurance
Why Westerra?
Here at Westerra Credit Union, every employee counts. Our teams are made up of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS – qualities that make us GREAT! Each person brings their authentic self to work every day, and we want you to feel comfortable being YOU.
All of our team members work towards a shared purpose: to teach one another to prosper. We strive to be a modern financial community where we all truly belong, both for our employees and the members we serve. We look forward to seeing how you will contribute to this purpose by positively impacting our members’ lives through personal attention, financial education , community engagement, and more. This is true for every role, as we believe that we are all member-facing.
Founded by schoolteachers in 1934, we are a learning organization at our core. We embed a growth mindset in our employees, ensuring that we all prosper together! If you’re ready to make an impact and join a community where you can grow, belong, and thrive, we encourage you to apply today and help shape the future of Westerra!
What is the role? This position is responsible for the business development and administration of business banking within the Business Banking team. This includes taking business loan applications, small business administration loan applications and performing preliminary credit analysis as well as loan portfolio administration and servicing, compliance and full understanding and sales of depository and ancillary service products. Each interaction should exceed the members’ service expectations and leave the member grateful that they are banking with us. The title of Business Banker or Business Banker Sr. will be determined based on experience and qualifications. What will be expected of me?
- Build and grow relationships with a dedicated of book business 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.
- Develop a comprehensive understanding of members’ needs, based on the review and analysis of personal and business financial data gathered through relationship review and personal meetings providing integrated delivery of financial services.
- Develop revenue-generating member relationships by calling on prospective or existing members, identifying prospects, suitable method of contact, and determination of their needs and appropriate products or services, including cross-market solutions
- Achieve individual monthly production and growth goals for business banking deposits, fees and loans to ensure the Credit Union meets its overall financial and member experience goals.
- Engage with members in all phases of the business life cycle while following policies, leveraging product knowledge and conducting needs-based conversations to identify credit, deposit, and service processing needs.
- Serves as the business banking subject-matter expert and internal resource within the Credit Union.
- Build relationships with community and business organizations and represents Westerra at community and business development events.
- Assist with the onboarding and development of more junior team members
- Consistently demonstrates the Westerra Way Experience and complies with all policies, procedures and Federal and State laws and regulations.
- Maintains high level of confidentiality
- Other duties as assigned.
What am I bringing? Experience/Education:
External Requirements
- 2 - 4+ years’ experience in business banking sales or a comparable sales role within a financial institution
- 1 - 2+ years working as a Business Banker at Westerra
- Demonstration of skills and abilities listed
- Ability to understand and respond to business 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.
- Ability to analyze financial statements and metrics to influence business members’ decisioning
- Ability to work effectively with individuals and groups across the company
- Strong verbal and interpersonal communication
- Attention to detail with minimal mistakes
- Demonstration of problem-solving skills
- Ability to 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 supervision
- Understands the basic business line and operating environment
- Able to handle problems that are not particularly difficult nor complex
- Mon-Fri: On location in the branch
- Off-site at business development or community events; may require weekend and/or evening shifts offset by branch schedule
- Office environment
- Works primarily at a desk
- Ability to lift 25 pounds
- Travel Requirements: This role requires regular travel to branches within the region
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
- Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
- 16 hours of volunteer time off (VTO) per year
- 11+ paid holidays
- 401(k) that includes up to 6% match
- 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
About the company
Company website•Banking
Founded in Denver in 1934 by eight schoolteachers, Westerra Credit Union was built on a simple belief: people do better when they learn, support one another and feel confident moving forward. That belief still guides who we are today.
Our mission is to out‑love every bank in Colorado. Out‑loving is not a feeling. It is how we choose to treat people. It shows up in the way we listen, the way we guide and the way we care, even when situations are complex or answers are hard. We believe our role goes beyond managing money. We are here to teach, guide and support members as they own their financial futures.
At Westerra Credit Union, we believe you can do money. Our vision is rooted in meaningful relationships and customer intimacy, helping individuals, families and businesses feel clear, confident and supported through everyday moments and major life events. Today, we serve more than 110,000 members across the Denver metro area and steward approximately $2 billion in assets as a member‑owned credit union.
Our culture is guided by clear beliefs. We are member‑obsessed, radically transparent, relentlessly collaborative and always learning in motion. We believe people do their best work when they feel trusted, supported and connected to purpose. That belief shapes how we show up for members and for each other.
Westerra Credit Union is proud to give back, donating millions through sponsorships, donations and grants over the past decade and contributing more than 1,200 volunteer hours each year to community and school‑based programs. We have been named one of Newsweek’s Best Regional Banks and Credit Unions for the second year in a row.
If you are looking for a place where relationships matter, learning is encouraged and work has purpose, explore careers with Westerra Credit Union.
Federally insured by NCUA.
Equal Housing Opportunity.