Relationship Banker II - La Canada & Naranja
Vantage West Credit Union, Tucson, AZ, United States
Overview
As a Relationship Banker II, you'll be a trusted financial partner and a proactive sales professional guiding members through their financial journeys while connecting them with the right products and services to meet their needs. In this role, you'll go beyond everyday banking. You'll handle more complex account types, serve as a certified Financial Coach, and build trusted relationships that help members set and reach their financial goals. You'll also perform all the duties of a Relationship Banker I, with added opportunities to lead, mentor, and grow. We're looking for kind, committed, and proactive professionals who thrive on making a difference.
This role is eligible for a language stipend of $200/monthly after 90 days of employment.
Salary range is $19.21 - $25.22/hour. Job Grade, NE 9. Final salary is dependent on candidate's experience and qualifications.
QUALIFICATIONS Minimum Education & Experience Requirements:
High School diploma or equivalent
(2) Two years of customer service, sales, and/or retail banking experience
Minimum Knowledge & Skill Requirements:
Excellent attention to detail and sound judgement
Ability to work in an agile, goal-oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Strong mathematical, computer, problem-solving, and negotiation skills
Cultivate strong member relationships and influence decision-making through authentic engagement, emotional intelligence, and a deep understanding of member needs
Has proven success in consultative sales with financial services or in a related industry
COMPETENCIES
Customer Focus
Sales Focus
Decision Quality
Problem Solving
Process Management
Interpersonal Savvy
Perseverance
Oral and Written Communication
Developing Others
WORKING CONDITIONS/ENVIRONMENT This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS) and notary public certification.
MAJOR ACCOUNTABILITIES AND TASKS
Performs sales, service and operational functions in the branch. Delivers unsurpassed service that builds long-term member loyalty while effectively assisting with member interactions. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Obtains training in Financial Coaching. Conduct meetings with members as their Financial Wellness Coach, responsible for helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits that lead to long-term financial freedom. Understands credit scores and reporting and can adequately navigate them for sales opportunities. Advise our members in the areas of debt management, credit advancement, mortgage, and overall financial well-being.
Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
Responds to member requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow-through.
Strategically build and optimize your network and pipeline to meet or exceed monthly performance metrics through outbound calls, networking, and visiting local businesses promoting Vantage West @ Work. Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.
Serve as Lobby Leader by welcoming members, managing lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.
Be a resource to train new and existing team members as needed.
Actively seek and apply feedback to improve performance and member experience.
Handles routine to complex Member inquiries such as business, fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
Assists the branch team with opening and closing duties, and other departments, as needed.
Proactively performs other duties as needed or assigned.
Note:
Equal Opportunity Employer. This description reflects the role as described and does not include promotional or application-process content.
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This role is eligible for a language stipend of $200/monthly after 90 days of employment.
Salary range is $19.21 - $25.22/hour. Job Grade, NE 9. Final salary is dependent on candidate's experience and qualifications.
QUALIFICATIONS Minimum Education & Experience Requirements:
High School diploma or equivalent
(2) Two years of customer service, sales, and/or retail banking experience
Minimum Knowledge & Skill Requirements:
Excellent attention to detail and sound judgement
Ability to work in an agile, goal-oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Strong mathematical, computer, problem-solving, and negotiation skills
Cultivate strong member relationships and influence decision-making through authentic engagement, emotional intelligence, and a deep understanding of member needs
Has proven success in consultative sales with financial services or in a related industry
COMPETENCIES
Customer Focus
Sales Focus
Decision Quality
Problem Solving
Process Management
Interpersonal Savvy
Perseverance
Oral and Written Communication
Developing Others
WORKING CONDITIONS/ENVIRONMENT This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
OTHER REQUIREMENTS Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS) and notary public certification.
MAJOR ACCOUNTABILITIES AND TASKS
Performs sales, service and operational functions in the branch. Delivers unsurpassed service that builds long-term member loyalty while effectively assisting with member interactions. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Obtains training in Financial Coaching. Conduct meetings with members as their Financial Wellness Coach, responsible for helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits that lead to long-term financial freedom. Understands credit scores and reporting and can adequately navigate them for sales opportunities. Advise our members in the areas of debt management, credit advancement, mortgage, and overall financial well-being.
Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
Responds to member requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow-through.
Strategically build and optimize your network and pipeline to meet or exceed monthly performance metrics through outbound calls, networking, and visiting local businesses promoting Vantage West @ Work. Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.
Serve as Lobby Leader by welcoming members, managing lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.
Be a resource to train new and existing team members as needed.
Actively seek and apply feedback to improve performance and member experience.
Handles routine to complex Member inquiries such as business, fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
Assists the branch team with opening and closing duties, and other departments, as needed.
Proactively performs other duties as needed or assigned.
Note:
Equal Opportunity Employer. This description reflects the role as described and does not include promotional or application-process content.
#J-18808-Ljbffr