Senior Relationship Banker - Wilmot Job Tucson area,Arizona USA,Finance & Banking

General Summary

Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires a great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Takes on leadership role in the branch, providing reliable assistance to management including training, mentoring, and coaching. Maintains knowledge on all related products, services, and promotions to effectively create cross‑sale opportunities based on member needs.

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

Salary range: $18.74 – $24.60/hour. Job Grade NE‑9. Salary dependent on candidate's experience and qualifications.

Qualifications

Minimum Education & Experience Requirements

High School diploma or equivalent
Two (2) years of similar retail banking experience

Minimum Knowledge & Skill Requirements

Excellent attention to detail and sound judgement
Strong leadership skill, leads by example
Ability to work in a fast‑paced, goal‑oriented environment
Must be an effective team player, cooperative, flexible and dependable
Ability to communicate clearly and effectively
Knowledge of credit union products and services
Effective selling and referral skills; must be customer service oriented with the ability to identify and meet member needs
Strong mathematical, problem‑solving, and negotiation skills

Competencies

Directing Others
Customer Focus
Approachability
Drive for Results
Decision Quality
Perseverance
Self‑Development
Composure

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).

Major Accountabilities and Tasks

Assist in overseeing the day‑to‑day work of others including scheduling, training, mentoring, and coaching. Approves various types of transactions and assists with difficult transactions, resolves member escalations, out-of‑balance issues, etc.

Acts as point of contact for members and delivers personalized member service with enthusiasm and positivity.

Performs sales, service and operational functions in the branch. 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.

Proactively builds, develops and maintains relationships with members to ensure a positive member experience.

Determines members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross‑selling opportunities in order to meet branch and individual sales goals.

Handles routine to complex member inquiries. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.

Performs branch closing and/or opening duties in absence of management.

Keeps up‑to‑date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.

Open business accounts and refer to other lines of business.

Review and approves fiduciary documents for compliance.

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…


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