Relationship Banker II - Marana
Job in
Marana, Pima County, Arizona, 85653, USA
Listing for:
Vantage West Credit Union
Full Time
position
Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Banking & Finance
Salary/Wage Range or Industry Benchmark: 19.21 - 25.22 USD Hourly
USD
19.21
25.22
HOUR
Job Description & How to Apply Below
Overview
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
- 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
- Developing 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
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.Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, Vantage West.org, and ITMs to complete transactions and service needs.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.Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.Responds to member requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow-through.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 end events representing Vantage West, including sponsor ships, community outreach, and financial wellness. Support community relationships on an as-needed basis.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.Be a resource to train new and existing team members as needed.Actively seek and apply feedback to improve performance and member experience.Handles routine to complex Member inquiries such as business, fiduciary accounts, power of attorney, etc. Resolves Members requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.Assists the branch team with opening and closing duties, and other departments, as needed.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…
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