Senior Financial Solutions Guide
Current
Mar 2017 - Present
AeroLeads people directory · profile
William Lacert Email & Phone Number
Sr. Financial Solutions Guide - Elevations Credit Union
at
Elevations Credit Union
1 work email found
@elevationscu.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Financial Solutions Guide - Elevations Credit Union
Location
Boulder, Colorado, United States
Company size
Who is William Lacert? Overview
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Quick answer
William Lacert is listed as Sr. Financial Solutions Guide - Elevations Credit Union at Elevations Credit Union, a company with 533 employees, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at elevationscu.com, phone signal with area code 800, and a matched LinkedIn profile for William Lacert.
William Lacert previously worked as Senior Financial Solutions Guide at Elevations Credit Union and Personal Banker at Keybank. William Lacert holds Bachelor Of Science (Bs), Business Administration And Management, General from Regis University.
Company email context
Email format at Elevations Credit Union
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{first}.{last}@elevationscu.com
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AeroLeads found 1 current-domain work email signal for William Lacert. Compare company email patterns before reaching out.
Profile bio
About William Lacert
As a financial navigator for life, I as a banker can consistently deliver solutions to make it easier for my members to achieve their financial goals. I have 20 years of experience working in the banking industry and know how to develop relationships with members to continually work with them to help them achieve their goals.As a Sales Manager I know how to train and coach members of the branch staff to achieve individual and team goals. I also work with them to develop and maintain a broad knowledge of products and services so that we as a team can appropriately support members and their needs.
Listed skills include Cross Selling, Sales, Finance, Consumer Lending, and 17 others.
Current workplace
William Lacert's current company
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Elevations Credit Union
5 roles
William Lacert work experience
A career timeline built from the work history available for this profile.
Personal Banker
As a Personal Banker with Key Bank I am responsible for acquiring new consumer and small business clients and to expand the relationship of our current existing clients.I deliver solutions to make it easier for all clients to achieve their financial goals.
Aug 2013 - Mar 2017
Assistant Sales Manager
- Direct daily operations for a retail bank including branch sales, business development and customer service.
- Manage, lead, and develop a staff of 8 that includes new account representatives and tellers.
- Devise and implement strategic branch sales plans to achieve branch sales targets.
- Develop tactics to increase deposit base and household retention initiatives.
- Drive branch profit and revenue through value based cross selling.
- Cross-sell banking products and services to customers.
Jan 2004 - Apr 2013
Sr. Teller / Bookkeeper
1Stbank
Teller duties including accepting deposits and cash handlingBooking duties including processing deposit corrections and savings bond redemptions
Jul 2000 - Sep 2003
Bank Teller
First National Bank Of Longmont
General teller duties. My first job in banking and loved it. Working for the oldest bank charter in Colorado gave me the knowledge of how important it is to build relationships with clients.
Apr 1999 - Jul 2000
Team & coworkers
Colleagues at Elevations Credit Union
Other employees you can reach at elevationscu.com. View company contacts for 533 employees →
EP
Elizabeth Pflipsen
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
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LB
Lauren Barbary
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
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Bryan Barnwell
Colleague at Elevations Credit UnionBoulder, Colorado, United States, United States
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NN
Nate Newby
Colleague at Elevations Credit UnionBoulder, Colorado, United States, United States
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VJ
Vanessa Jaster
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
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JB
Jack Bamberger
Colleague at Elevations Credit UnionBroomfield, Colorado, United States, United States
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🏠E
🏠 Elizabeth Williams 🔑
Colleague at Elevations Credit UnionDenver, Colorado, United States, United States
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BC
Brittain Coker
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
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TS
Trish Shaw
Colleague at Elevations Credit UnionLongmont, Colorado, United States, United States
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MW
Michael Wright
Colleague at Elevations Credit UnionDenver, Colorado, United States, United States
View →
Elizabeth Pflipsen
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
View →
LB
Lauren Barbary
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
View →
BB
Bryan Barnwell
Colleague at Elevations Credit UnionBoulder, Colorado, United States, United States
View →
NN
Nate Newby
Colleague at Elevations Credit UnionBoulder, Colorado, United States, United States
View →
VJ
Vanessa Jaster
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
View →
JB
Jack Bamberger
Colleague at Elevations Credit UnionBroomfield, Colorado, United States, United States
View →
🏠E
🏠 Elizabeth Williams 🔑
Colleague at Elevations Credit UnionDenver, Colorado, United States, United States
View →
BC
Brittain Coker
Colleague at Elevations Credit UnionDenver Metropolitan Area, United States
View →
TS
Trish Shaw
Colleague at Elevations Credit UnionLongmont, Colorado, United States, United States
View →
MW
Michael Wright
Colleague at Elevations Credit UnionDenver, Colorado, United States, United States
View →
2 education records
William Lacert education
Bachelor Of Science (Bs), Business Administration And Management, General
Associate'S Degree, General Studies
FAQ
Frequently asked questions about William Lacert
Quick answers generated from the profile data available on this page.
What company does William Lacert work for?
William Lacert works for Elevations Credit Union.
What is William Lacert's role at Elevations Credit Union?
William Lacert is listed as Sr. Financial Solutions Guide - Elevations Credit Union at Elevations Credit Union.
What is William Lacert's email address?
AeroLeads has found 1 work email signal at @elevationscu.com for William Lacert at Elevations Credit Union.
What is William Lacert's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for William Lacert at Elevations Credit Union.
Where is William Lacert based?
William Lacert is based in Boulder, Colorado, United States while working with Elevations Credit Union.
What companies has William Lacert worked for?
William Lacert has worked for Elevations Credit Union, Keybank, Bbva Compass, 1Stbank, and First National Bank Of Longmont.
Who are William Lacert's colleagues at Elevations Credit Union?
William Lacert's colleagues at Elevations Credit Union include Elizabeth Pflipsen, Lauren Barbary, Bryan Barnwell, Nate Newby, and Vanessa Jaster.
How can I contact William Lacert?
You can use AeroLeads to view verified contact signals for William Lacert at Elevations Credit Union, including work email, phone, and LinkedIn data when available.
What schools did William Lacert attend?
William Lacert holds Bachelor Of Science (Bs), Business Administration And Management, General from Regis University.
What skills is William Lacert known for?
William Lacert is listed with skills including Cross Selling, Sales, Finance, Consumer Lending, Loans, Branch Banking, Loan Origination, and Deposits.
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