Relationship Banker II - University

As a trusted financial partner and high-performing sales professional, you'll grow member relationships and drive branch success through proactive outreach and consultative conversations. You'll uncover financial needs, identify opportunities, and connect members with products and services that help them save more, borrow smarter, and reach their financial goals. This role involves managing more complex account types, serving as a certified Financial Coach, and delivering personalized financial guidance to strengthen member relationships and deepen engagement.

Responsibilities

• Performs sales, service, and operational functions in the branch.
• Engages members in meaningful financial conversations to uncover needs, identify opportunities, and recommend products and services that support their financial goals.
• Delivers exceptional member experience while processing transactions accurately and efficiently, including deposits, transfers, withdrawals, account opening, account maintenance, IRAs, CDs, and loans in accordance with credit union policies and regulatory requirements.
• Educates members on self-service and digital banking solutions, including the Vantage West Mobile App, VantageWest.org, and ITMs, helping members select the most convenient banking options while creating opportunities for deeper financial conversations and relationship growth.
• Obtains training in Financial Coaching and conducts meetings with members as their Financial Wellness Coach, helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits for long-term financial freedom.
• Understands credit scores and reporting and navigates them for sales opportunities; advises members in debt management, credit advancement, mortgage, and overall financial well-being.
• Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to identify referral opportunities and ensure members receive comprehensive financial solutions aligned to their goals.
• Responds to member requests, questions, and concerns, taking ownership by finding appropriate solutions with timely follow-through.
• Builds and manages a robust sales pipeline to achieve or exceed individual and branch sales goals through outbound calling, networking, community involvement, business development activities, and promotion of Vantage West @ Work partnerships.
• Represents Vantage West at sponsorships, financial wellness events, and community outreach activities to develop new member relationships and drive growth.
• Serves as Lobby Leader by welcoming members, managing lobby traffic, determining members’ needs, educating members on self-serve options, signing members in to meet with branch staff, and managing wait time.
• Trains new and existing team members as needed and actively seeks and applies feedback to improve performance and member experience.
• Handles routine to complex member inquiries such as business, 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.
• Assists the branch team with opening and closing duties and other departments as needed.
• Proactively performs other duties as needed or assigned.

Requirements

• High School diploma or equivalent.
• Three (3) years of customer service, sales, and/or retail banking experience, including at least one (1) year of sales experience.
• Proven success in consultative sales with financial services or a related industry.
• Excellent attention to detail and sound judgment.
• Ability to work in an agile, goal-oriented environment.
• Effective team player with strong cooperation, flexibility, and dependability.
• Strong mathematical, computer, problem-solving, and negotiation skills.
• 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).
• May be required to obtain notary public certification.

Skills

• Sales Focus
• Decision Quality
• Problem Solving
• Perseverance
• Oral and Written Communication
• Cultivating strong member relationships through authentic engagement and emotional intelligence.

Working Conditions

• Requires sitting or standing for extended periods of time.
• Infrequent lifting up to 25 lbs.

Pay

Salary range is $19.21 - $25.22/hr. Final salary is dependent on a candidate’s experience and qualifications. This role is eligible for a language stipend of $200/monthly after 90 days of employment.

Benefits

• Health Coverage: Medical, dental, and vision coverage for you and your dependents, including 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 programs. Enhanced paid military leave and paid maternity/paternity leave.
• Retirement Savings: Generous 401k Plan.
• Development Activities: Job shadowing, personal development plans, and a 40+% annual internal promotion rate.
• Tuition Reimbursement: 100% tuition coverage for an online Bachelor’s or Master’s Degree through the University of Arizona Global Campus for eligible full-time employees.