Senior Relationship Banker - Tatum & Shea

Vantage West; Phoenix (AZ); On-site; USD 49,000 - 65,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k plan

Paid time off

Job summary

Vantage West in Phoenix, AZ is seeking a Senior Relationship Banker to deliver exceptional member service, drive sales, and provide operational support. You will build consultative relationships, identify needs, and recommend financial solutions while mentoring teammates.

The role emphasizes leadership, training, and coaching, with eligibility for a language stipend and a focus on compliance and service excellence.

Qualifications

• Must have attention to detail and sound judgement.
• Strong leadership and ability to mentor peers.
• Ability to work in an agile, goal-oriented environment.
• Effective team player, cooperative and dependable.
• Clear, influential communication with members.
• Deep understanding of member needs and consultative sales.
• Knowledge of credit union products and services.
• Strong math, computer, problem-solving, and negotiation skills.
• Experience training and coaching employees.
• Familiarity with fiduciary and complex banking transactions.

Responsibilities

• Provide escalated operational support to leadership and team.
• Oversee day-to-day work, scheduling, mentoring, and coaching.
• Serve as Financial Wellness Coach and guide members' goals.
• Perform deposits, withdrawals, transfers, new accounts, loans per policy.
• Handle complex inquiries and fiduciary document reviews.
• Promote self-service tools and digital options for members.
• Partner with Wealth Managers and Mortgage Officers for referrals.
• Build and optimize pipeline to meet monthly targets.
• Seek feedback to improve performance and member experience.
• Perform other duties as assigned.

Skills

Attention to detail

Leadership

Agile environment

Team player

Clear communication

Member relationships

Consultative sales

Credit union products

Mathematical ability

Coaching employees

Education

High School diploma or equivalent

Job description

Senior Relationship Banker - Tatum & Shea

Job Category: Branch Sales and Service

Requisition Number: SENIO004955

• Posted : August 19, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Tatum/Shea
10855 N Tatum Blvd
Phoenix, AZ 85028, USA

Tatum/Shea
10855 N Tatum Blvd
Phoenix, AZ 85028, USA

The Senior Relationship Banker drives branch success through exceptional member service, strong sales performance, and operational support. This role develops future leaders while maintaining a focus on member engagement and financial solutions. Senior Relationship Bankers build relationships through consultative conversations, identify needs, and recommend products. They handle complex transactions and support various branch functions with flexibility. As informal leaders, Sr RBs mentor peers, assist with training, and support management in coaching. They consistently model service excellence, ensure compliance, and foster a positive team culture.

This role is eligible for a language stipend of $200/monthly after 90 days of employment.

Salary range: $23.62 - $30.99/hour. Job Grade PHX NE-10B. 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

MinimumKnowledge & Skill Requirements:

• Excellent attention to detail and sound judgement
• Strong leadership skills, leads by example
• Ability to work in an agile, goal-oriented environment
• Must be an effective team player, cooperative, flexible and dependable
• Ability to communicate clearly, effectively, and influence others
• Cultivate strong member relationships and influence decision-making through authentic engagement, emotional intelligence, and a deep understanding of member needs
• Has proven success in consultative sales with financial services or in a related industry
• Knowledge of credit union products and services
• Strong mathematical, computer, problem-solving, and negotiation skills
• Training, mentoring, and coaching employees

COMPETENCIES:

• Directing Others
• Results Orientation
• Decision Quality
• Influence

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). May be required to obtain notary public certification.

MAJOR ACCOUNTABILITIES AND TASKS:

1. Provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader.

2. Assist in overseeing the day-to-day work of others, including scheduling, training, mentoring, and coaching. Demonstrates excellent people smarts and elevated decision making as well as expertise in policy and procedure.

3. Obtains training in Financial Coaching. Conduct meetings with members as their Financial Wellness Coach, responsible for helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits that lead to long-term financial freedom.Understands credit scores and reporting and can adequately navigate them for sales opportunities. Advise our members in the areas of debt management, credit advancement, mortgage, and overall financial well-being.

4. 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.

5. Handles routine to complex member inquires such as business, fiduciary accounts, power of attorneys. Review and approve fiduciary documents for compliance. Resolves members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.

6. Provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, supervisor approvals, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader. 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.

7. Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.

8. Strategically build and optimize your network and pipeline to meet or exceed monthly performance metrics through outbound calls, networking, and visiting local businesses promoting Vantage West @ Work. Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.

9. Actively seek and apply feedback to improve performance and member experience.

10. 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.

Health Coverage – We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).

Paid Time Off and Holidays – Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.

Retirement Savings – Generous 401k Plan.

Development Activities – We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.

Tuition Reimbursement – We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor’s or Master’s Degree.

Equal Opportunity Employer Veterans Disabled

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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.