What are the responsibilities and job description for the Relationship Banker II - La Canada & Naranja position at VWCU Re-Brand?
GENERAL SUMMARY:
As a Relationship Banker II, you’ll be a trusted financial partner and a proactive sales professional guiding members through their financial journeys while connecting them with the right products and services to meet their needs. In this role, you’ll go beyond everyday banking. You’ll handle more complex account types, serve as a certified Financial Coach, and build trusted relationships that help members set and reach their financial goals. You’ll also perform all the duties of a Relationship Banker I, with added opportunities to lead, mentor, and grow. We’re looking for kind, committed, and proactive professionals who thrive on making a difference.
This role is eligible for a language stipend of $200/monthly after 90 days of employment.
Salary range is $19.21 - $25.22/hour. Job Grade, NE 9. Final salary is dependent on candidate's experience and qualifications.
QUALIFICATIONS:
Minimum Education & Experience Requirements:
- High School diploma or equivalent
- (2) Two years of customer service, sales, and/or retail banking experience
Minimum Knowledge & Skill Requirements:
- Excellent attention to detail and sound judgement
- Ability to work in an agile, goal-oriented environment
- Must be an effective team player, cooperative, flexible and dependable
- Ability to communicate clearly and effectively
- Strong mathematical, computer, problem-solving, and negotiation skills
- 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
COMPETENCIES:
- Customer Focus
- Sales Focus
- Decision Quality
- Problem Solving
- Process Management
- Interpersonal Savvy
- Perseverance
- Oral and Written Communication
- Devloping Others
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) and notary public certification.
MAJOR ACCOUNTABILITIES AND TASKS:
1. 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.
2. 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.
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. Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
5. Responds to member requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow-through.
6. 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.
7. 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.
8. Be a resource to train new and existing team members as needed.
9. Actively seek and apply feedback to improve performance and member experience.
10. Handles routine to complex Member inquires such as business, fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
11. Assists the branch team with opening and closing duties, and other departments, as needed.
12. Proactively performs other duties as needed or 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:
· 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
Salary : $19 - $200