Business Banker - PHX

GENERAL SUMMARY:

The Business Banker is responsible for developing and managing existing business banking relationships. Business Bankers will actively prospect for new credit union small business members, working to fully understand their businesses, goals, strategies, and challenges while providing solutions to their needs. This role will spend majority of their time traveling to meet with potential members to initiate account enrollment.  The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community. 

Salary range is $51,145.09 - $67,127.93/annually.  Job Grade, PHX EX 11. Final salary is dependent on a candidate’s experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent


• Four (4) years sales and/or customer service experience




• To include 2 years financial institution experience  

Additional Preferred Education & Experience: 

• Experience in outside sales generating new business


• Experience working in local community, such as working with small businesses


• One (1) year business banking experience

Minimum Knowledge & Skill Requirements:

• Knowledge of credit union business products and services


• Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needs


• Excellent communication skills both verbal & written


• Ability and drive to solicit new business proactively 


• Ability to build relationships with the community, our members, and colleagues


• Detail oriented with strong time management skills


• Ability to work independently without supervision


• Must be proficient in Microsoft, i.e. Word, Excel, Outlook, etc.

COMPETENCIES:

• Interpersonal Savvy


• Business Acumen


• Customer Focus


• Action Oriented


• Priority Setting


• Perseverance

WORKING CONDITIONS/ENVIRONMENT:

This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs. Must be able to travel independently to branch and office locations.

OTHER REQUIREMENTS:

Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act.  Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS).

MAJOR ACCOUNTABILITIES AND TASKS:

1. Creates and expands new and existing business banking relationships.  Analyzes business member’s needs and maximizes relationships through business banking products and services.


2. Majority of time spent will be in an outside sales environment.


3. Actively seek additional resources (i.e. networking events, COI’s) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region.


4. Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience.


5. Opens new business accounts including checking, savings, etc.  Processes small business loans such as credit cards, auto loans, etc.  Takes advantage of opportunities to sell and cross-sell products and services.


6. Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products.


7. Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork.  Partners with branch network and acts a resource with regard to business banking solutions.  Provides guidance on proper behaviors, sales techniques, and service level expectations.


8. Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members.


9. Responds and resolves business member requests, problems and complaints.


10. Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.


11. Performs other duties as assigned.

About Us:  

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:  

· Health Coverage – We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).  

· Paid Time Off and Holidays – Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.  

· Retirement Savings – Generous 401k Plan.  

· Development Activities – We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.  

· Tuition Reimbursement – We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor’s or Master’s Degree.

Equal Opportunity Employer Veterans Disabled