Relationship Banker I - Broadway

GENERAL SUMMARY:

The Relationship Banker I is a frontline ambassador of our credit union, responsible for delivering exceptional member service while building meaningful relationships. This role combines financial expertise with a consultative approach to uncover member needs and recommend tailored solutions. Relationship Bankers are kind, committed, and proactive in helping members achieve financial success and navigate their banking experience with confidence.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

Salary range is $19.00 - $22.72/hr.  Job Grade, NE 8. Final salary is dependent on a candidate’s experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent


• 1 year 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


• Must possess basic math and computer skills


• Ability to influence and build rapport quickly

COMPETENCIES:

• Customer Focus


• Sales Focus


• Perseverance


• Problem Solving


• Decision Quality


• Critical Thinking


• Oral and Written Communication

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:

1. 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. 


2. 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.


3. 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.


4. Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs. 


5. Actively seek and apply feedback to improve performance and member experience.


6. Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.


7. Be a resource to train new and existing team members as needed.


8. Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations.


9. Demonstrate adaptability by embracing change and effectively utilizing new and existing tools to enhance service delivery and operational efficiency.


10. Engage members with open-ended questions to build trust and uncover members’ financial needs and recommend appropriate products and services. Serve as a subject matter expert in our products and services offering, new account, and consumer lending processes.


11. Creates cross-selling opportunities to meet branch and individual sales goals.


12. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.


13. Assists the branch team with opening and closing duties, and other departments, as needed.


14. Proactively performs other duties as needed or 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