Senior Relationship Banker & Financial Wellness Coach

Vantage West Credit Union; Glendale (AZ); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Health Coverage

Paid Time Off

401k Plan

Tuition Reimbursement

Job summary

Vantage West Credit Union in Glendale, AZ seeks a Relationship Banker II to grow member relationships and drive branch success through proactive outreach and consultative conversations.

You will manage complex accounts, deliver personalized financial guidance as a Financial Wellness Coach, and partner with Wealth Managers to provide holistic solutions. This role also supports training and community initiatives.

Qualifications

• Customer service, sales, and/or retail banking experience required.
• One year of sales experience required.
• High school diploma or equivalent required.

Responsibilities

• Engage members to uncover needs and recommend products and services.
• Educate members on self-service and digital banking options.
• Serve as Financial Wellness Coach and help members set financial goals.

Skills

Relationship building

Consultative sales

Attention to detail

Team player

Communication

Problem solving

Negotiation skills

Education

High School diploma

Job description

Vantage West Credit Union in Glendale, AZ seeks a Relationship Banker II to grow member relationships and drive branch success through proactive outreach and consultative conversations.

You will manage complex accounts, deliver personalized financial guidance as a Financial Wellness Coach, and partner with Wealth Managers to provide holistic solutions. This role also supports training and community initiatives.