Senior Relationship Banker - Casa Grande

Description

GENERAL SUMMARY :

Responsible for providing accurate, professional and prompt member service while performing a variety of financial transactions. The position requires 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.

P roactively 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 inquires. 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.

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.