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Relationship Banker I - Broadway

Company: Vantage West Credit Union
Location: Tucson
Posted on: May 24, 2023

Job Description:

DescriptionGENERAL SUMMARY:
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. 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
QUALIFICATIONS:
Minimum Education & Experience Requirements:


  • High School diploma or equivalent
  • 2 years customer service, sales and/or retail banking experience



    Minimum Knowledge and Skill Requirements:

    • Excellent attention to detail and sound judgement
    • 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
    • Must be customer service oriented with the ability to identify and meet member needs
    • Must possess basic math and computer skills



      COMPETENCIES:

      • Customer Focus
      • Composure
      • Approachability
      • Drive for Results
      • Decision Quality
      • Self-Development

      • Perseverance


        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:


      • Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.


      • Manage lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.


      • Builds, develops and maintains relationships with members to ensure a positive member experience.


      • Determines Member's 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.


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


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


      • Maintains cash drawer and meets balancing requirements.


      • Performs other duties as assigned.



        Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate's experience and qualifications.
        Equal Opportunity Employer Veterans Disabled


Keywords: Vantage West Credit Union, Tucson , Relationship Banker I - Broadway, Other , Tucson, Arizona

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