Relationship Banker I - 22nd & Kolb

Vantage West Credit Union•Tucson, AZ

2d•$19 - $25

About The Position

The Relationship Banker I is a results-driven sales and service professional who builds strong member relationships through meaningful financial conversations and solution-based selling. The role proactively identifies member needs and recommends products and services that can help members earn higher rates on deposits, lower rates on loans, add convenience, and achieve their financial goals. Relationship Bankers use financial expertise and a consultative approach to identify opportunities, deepen relationships, and provide personalized solutions. They serve as trusted member advisors, guided by the values of being kind, committed, and proactive. This role performs sales, service, and operational functions in a branch, including processing transactions and opening or maintaining accounts and other financial products. It engages members in needs-based conversations, supports members using digital and self-service options, resolves requests and complaints, and connects members with specialists when appropriate. The Relationship Banker also helps manage branch lobby flow, supports team training and branch operations, participates in community events as needed, and follows applicable credit union policies, procedures, laws, and regulations. The role is eligible for a $200 monthly language stipend after 90 days of employment. The salary range is $19.00–$24.94 per hour; final salary depends on the candidate’s experience and qualifications. The position requires extended periods of sitting or standing and infrequent lifting of up to 25 pounds. Employees must comply with the Bank Secrecy Act and be able to obtain an NMLS license; notary public certification may also be required.

Requirements

High school diploma or equivalent.
Two years of customer service, sales, and/or retail banking experience.
Excellent attention to detail and sound judgment.
Ability to work in an agile, goal-oriented environment.
Ability to be an effective, cooperative, flexible, and dependable team player.
Ability to communicate clearly and effectively.
Basic math and computer skills.
Ability to influence others and build rapport quickly.
Must comply with all aspects of the Bank Secrecy Act (BSA).
Must be able to obtain a license through the Nationwide Mortgage Licensing System & Registry (NMLS).

Nice To Haves

One year of sales experience.
Notary public certification may be required.

Responsibilities

Perform branch sales, service, and operational functions while delivering service that builds long-term member loyalty.
Process transactions promptly, accurately, and efficiently, including deposits, transfers, withdrawals, and opening or maintaining accounts, IRAs, CDs, and loans in accordance with policies, procedures, and regulatory requirements.
Engage members in consultative, open-ended conversations to build trust, uncover financial needs, and create sales opportunities.
Recommend tailored credit union products and services, including new accounts and consumer lending solutions, to help members achieve financial goals and meet branch and individual sales objectives.
Welcome members and manage lobby traffic as Lobby Leader, including determining members’ needs, signing them in to meet with branch staff, and managing wait times.
Educate and support members in using self-service and digital options, including the Vantage West mobile app, VantageWest.org, and ITMs.
Follow established processes and guidelines and comply with applicable laws and regulations.
Adapt to change and use new and existing tools to improve service delivery and operational efficiency.
Resolve member requests, problems, and complaints, or direct members to the appropriate person or department.
Partner with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members with experts for specialized financial needs.
Seek and apply feedback to improve performance and the member experience.
Represent Vantage West at events, including sponsorships, community outreach, and financial wellness activities, and support community relationships as needed.
Help train new and existing team members as needed.
Assist the branch team with opening and closing duties and support other departments as needed.
Perform other duties as needed or assigned.

Benefits

Medical, dental, and vision coverage for employees and dependents.
Life insurance.
Flexible spending accounts.
Pet insurance.
Team Member Assistance Program (EAP).
Backup child and adult care services through Corporate Care Solutions.
Paid time off, sick days, and paid holidays.
Paid time to participate in the community volunteer program (16 hours).
Enhanced paid military leave.
Paid maternity and paternity leave.
401(k) plan.
Job shadowing and personal development plans.
Eligible full-time employees may receive 100% tuition coverage for an online bachelor’s or master’s degree through the University of Arizona Global Campus.
$200 monthly language stipend after 90 days of employment.