Relationship Banker - Broadway

Broadway Branch
8465 E Broadway Blvd
Tucson, AZ 85710, USA

The Relationship Banker I is a frontline ambassador of our credit union, responsible for delivering exceptional member service while building meaningful relationships. This role combines financial expertise with a consultative approach to uncover member needs and recommend tailored solutions. Relationship Bankers are kind, committed, and proactive in helping members achieve financial success and navigate their banking experience with confidence.

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

Salary range is $19.00 - $22.72/hr job Grade, NE 8. Final salary is dependent on a candidate’s experience and qualifications.

• High School diploma or equivalent
• 1 year of customer service, sales, and/or retail banking experience

• 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
• Must possess basic math and computer skills
• Ability to influence and build rapport quickly

• Customer Focus
• Perseverance
• Problem Solving
• Decision Quality
• Critical Thinking
• Oral and Written Communication

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.

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.

• 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.
• 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.
• 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.
• Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
• Actively seek and apply feedback to improve performance and member experience.
• Attend events representing Vantage West, including sponsor ships, community outreach, and financial wellness. Support community relationships on an as-needed basis.
• Be a resource to train new and existing team members as needed.
• Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations.
• Demonstrate adaptability by embracing change and effectively utilizing new and existing tools to enhance service delivery and operational efficiency.
• Engage members with open-ended questions to build trust and uncover members’ financial needs and recommend appropriate products and services. Serve as a subject matter expert in our products and services offering, new account, and consumer lending processes.
• Creates cross-selling opportunities 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.
• Assists the branch team with opening and closing duties, and other departments, as needed.
• Proactively performs other duties as needed or assigned.

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…