Job Description
You're there for the new checking account. You're there for the first car, wedding planning, dream vacations - all of life's adventures and milestones. As the expert in our products and services, you connect our members to the products and services that fit their goals. In this role, your primary responsibilities will include assisting our members over the phone and through other digital services on their accounts, loan applications, decisioning loans, and working with members to expand their product base and provide relevant solutions. Your days always look different, so flexibility and time management are essential.
After one year, you'll know you are successful if:
- Your ability to interview and evaluate the needs of our potential and current members helps them meet their goals.
- You've used your knowledge to exercise independent judgment while accurately approving loans and accounts within established guidelines.
- You make sound, confident decisions and possess proven sales skills.
- You can read and understand credit reports and credit union policies and procedures.
Being a part of Levo means being a part of an organization where people matter – not just their money. What we do every day makes a difference in the lives of others and the community we love: by offering financial tools and services that fit modern life, by providing expert advice, and by listening and helping members chart their next step.
The best thing an employer can do is to give you the support you need to succeed. Working for Levo allows you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Great benefits include health, vision, dental, paid time off, paid holidays and great daytime hours, a pension plan, a 401(k) option, volunteer hours, and many more!
Your starting hourly salary is based upon previous experience and will range from $19.50 to $23.50 per hour, plus an incentive. Weekday hours range from 7:15 am-6:15 pm M-F w/ rotating Saturdays 8:45 am-12:15 pm. Primarily responsible for serving our members through our electronic branch services – online, phone, and ITMs.