Relationship Banker II - Southwest

Description

GENERAL SUMMARY :

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.

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

Salary range is $18.00 - $22.16 / hour. Job Grade, NE 8. Final salary is dependent on candidate's experience and qualifications.

QUALIFICATIONS :

Minimum Education & Experience Requirements :

• High School diploma or equivalent

Three (3) years of customer service, sales, and / or retail bankin g experience

Minimum Knowledge and Skill Requirements

COMPETENCIES :

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). Must be able to work a flexible schedule Monday through Saturday as needed.

MAJOR ACCOUNTABILITIES AND TASKS :

Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity.

Performs sales, service and operational functions in the branch. 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.

Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience.

Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.

Handles routine to complex Member inquires such as 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.

Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations.

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.

Benefits And Perks :

Equal Opportunity Employer Veterans Disabled

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.