Relationship Banker - Northwest
Listed on 2026-01-14
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Customer Service/HelpDesk
Customer Service Rep, Bilingual
Job Overview
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross‑sale opportunities based on member needs.
CompensationSalary range is $18.00 - $20.05/hr final salary is dependent on a candidate’s experience and qualifications.
Eligible for a language stipend of $200/monthly after 90 days of employment.
Responsibilities- Processes a variety of transactions promptly, accurately and efficiently including deposits, transfers, withdrawals, opening and maintenance of new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
- Manage lobby traffic by determining Members’ needs, signing Members in to meet with branch staff and managing wait time.
- 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.
- Resolves members’ requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
- Maintains an up‑to‑date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
- Maintains cash drawer and meets balancing requirements.
- Performs other duties as assigned.
- High School diploma or equivalent.
- 2 years of customer service, sales and/or retail banking experience.
- Excellent attention to detail and sound judgement.
- Ability to work in a fast‑paced, goal‑oriented environment.
- Must be an effective team player, cooperative, flexible and dependable.
- Ability to communicate clearly and effectively.
- Knowledge of credit union products and services.
- Must be customer service oriented with the ability to identify and meet member needs.
- Must possess basic math and computer skills.
- Customer Focus
- Composure
- Approachability
- Drive for Results
- Decision Quality
- Self‑Development
This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.
Other RequirementsMust comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).
Benefits- Health Coverage – 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 – generous paid time off, sick days, paid holidays, and 16 hours of paid time to participate in community volunteer program. Enhanced paid military leave and paid maternity/paternity leave.
- Retirement Savings – generous 401k Plan.
- Development Activities – continuous growth by encouraging Job Shadowing and Personal Development Plans, leading to a 40+% annual internal promotion rate.
- Tuition Reimbursement – full‑time employees 100% tuition coverage towards an online Bachelor’s or Master’s Degree.
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.
Equal Opportunity EmployerEqual 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.
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