Universal Tellers & Relationship Bankers (West Valley Market)

Desert Financial; Scottsdale (AZ); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking dynamic Experience Specialists and Relationship Bankers to join their team in Scottsdale. This role involves engaging with members, providing exceptional service on the teller line, and recommending financial products to help clients achieve their goals. With a strong emphasis on building relationships and exceeding performance metrics, you will thrive in a supportive and award-winning culture. Enjoy competitive pay, comprehensive benefits, and opportunities for professional growth in a company that values kindness and continuous learning. Join a workplace where employees love to recommend their friends!

Benefits

Medical, Dental, Vision Insurance

401K Employer Matching

Uncapped Incentives

100% Paid Tuition at ASU

Monthly Contribution for Student Loans

Time Off for Parental/Elderly Care

Funding for Kids' Extracurricular Activities

16 Paid Volunteer Hours per Year

Qualifications

• 1+ year of success in an incentive-driven environment.
• Must obtain NMLS and Notary Public Certifications.

Responsibilities

• Meet or exceed performance metrics by recommending financial products.
• Service members with transactions, account maintenance, and notary services.

Skills

Organizational Skills

Problem Solving

Verbal Communication

Written Communication

Time Management

Mathematical Skills

Influencing Skills

Education

High School Diploma or GED

Tools

Nationwide Mortgage Lending System (NMLS)

Job description

Desert Financial is considered a leader in the local credit union space and we are growing like crazy!

We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location.

Why you'll love working here...

• Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
• Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
• Competitive hourly pay, overtime potential and UNCAPPED incentive
• 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans
• Time off for Parental/Elderly Care
• Money for your kids’ extracurricular activities
• 16 paid volunteer hours per year
• and a WHOLE LOT MORE!!

As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CD's, IRA's, Loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public.

As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.

*Please ensure you are available during the branch Hours of Operation: Monday-Friday: 9am-7pm, Saturday: 9am-2pm

This role might be for you if you have…

• H.S. Diploma or GED
• 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
• Exemplary organizational, problem solving, and verbal and written communication skills
• Excellent time management skills
• Strong Mathematical and logic skills
• Ability to influence and build rapport quickly
• Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training

Bonus points if you have….

• Cash handling experience
• Previous financial institution experience

About us:
We’ve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why!

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.