Relationship Banker I - Southwest

Description

GENERAL 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

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

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 :

Must possess basic math and computer skills

COMPETENCIES :

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.

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 :

Equal Opportunity Employer Veterans Disabled

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.