Client-Focused Banking Advisor

Vantage West Credit Union; Tucson (AZ); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Language stipend after 90 days

Job summary

Vantage West Credit Union in Tucson, AZ, is seeking a Relationship Banker I to build strong member relationships through consultative financial conversations and solution-based selling. You will uncover member needs and present deposit, loan, and digital solutions to help members reach their financial goals.

The role offers a language stipend of $200/month after 90 days and pays $19.00-$22.72 per hour, with final salary based on experience and qualifications.

Qualifications

• Two (2) years of customer service, sales, and/or retail banking experience.
• Excellent attention to detail and sound judgement.
• Ability to communicate clearly and effectively.
• Must be an effective team player, cooperative, flexible and dependable.
• Must possess basic math and computer skills.
• Ability to influence and build rapport quickly.

Responsibilities

• 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.
• Engage members through consultative, open-ended conversations to build trust, uncover financial needs, and create sales opportunities. Leverage expertise in credit union products and services, new accounts, and consumer lending to recommend tailored solutions that help members achieve their financial goals while meeting branch and individual sales objectives.
• 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.
• 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.
• 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.
• Demonstrate adaptability by embracing change and effectively utilizing new and existing tools to enhance service delivery and operational efficiency.
• Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
• Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
• Actively seek and apply feedback to improve performance and member experience.
• Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.
• Be a resource to train new and existing team members as needed.
• Assists the branch team with opening and closing duties, and other departments, as needed.
• Proactively performs other duties as needed or assigned.

Skills

Customer service experience

Sales experience

Communication skills

Attention to detail

Teamwork

Math skills

Computer skills

Relationship building

Education

High School diploma or equivalent

Job description

Vantage West Credit Union in Tucson, AZ, is seeking a Relationship Banker I to build strong member relationships through consultative financial conversations and solution-based selling. You will uncover member needs and present deposit, loan, and digital solutions to help members reach their financial goals.

The role offers a language stipend of $200/month after 90 days and pays $19.00-$22.72 per hour, with final salary based on experience and qualifications.