Senior Relationship Banker - La Canada & Naranja

Drive branch success through exceptional member service, strong sales performance, and operational support. This role develops future leaders while maintaining a focus on member engagement and financial solutions. Senior Relationship Bankers build relationships through consultative conversations, identify needs, and recommend products. They handle complex transactions and support various branch functions with flexibility. As informal leaders, they mentor peers, assist with training, and support management in coaching. They consistently model service excellence, ensure compliance, and foster a positive team culture.

Pay

$21.42 - $28.12/hour. Eligible for a language stipend of $200/monthly after 90 days of employment.

Responsibilities

• Provide escalated operational support to Branch Leadership and the team, including opening and closing the branch, transactional overrides, de-escalating member complaints, and maintaining team engagement in the absence of a leader.
• Assist in overseeing the day-to-day work of others, including scheduling, training, mentoring, and coaching.
• Demonstrate expertise in policy, procedure, and elevated decision-making.
• Obtain training in Financial Coaching and conduct meetings with members as their Financial Wellness Coach to help them set financial goals, navigate challenges, and build sustainable habits.
• Understand credit scores and reporting to identify sales opportunities.
• Advise members on debt management, credit advancement, mortgage, and overall financial well-being.
• Perform sales, service, and operational functions in the branch, delivering unsurpassed service to build long-term member loyalty.
• Process a variety of transactions promptly and accurately, including deposits, transfers, withdrawals, and account maintenance (new accounts, IRAs, CDs, loans).
• Handle routine to complex member inquiries, including business and fiduciary accounts, power of attorney, and compliance reviews for fiduciary documents.
• Resolve member requests, problems, and complaints or direct them to the appropriate person or department.
• Educate and support members on self-service and digital options such as the mobile app, website, and ITMs.
• Partner with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members with specialized financial needs.
• Build and optimize your network and pipeline to meet or exceed monthly performance metrics through outbound calls, networking, and local business visits.
• Attend events representing the credit union, including sponsorships, community outreach, and financial wellness initiatives.
• Support community relationships as needed.
• Actively seek and apply feedback to improve performance and member experience.
• Perform other duties as assigned.

Requirements

• High School diploma or equivalent.
• Two (2) years of similar retail banking experience.
• Availability: Monday - Friday.
• Excellent attention to detail and sound judgment.
• Strong leadership skills; leads by example.
• Ability to work in an agile, goal-oriented environment.
• Effective team player: cooperative, flexible, and dependable.
• Clear and effective communication skills; ability to influence others.
• Proven success in consultative sales with financial services or a related industry.
• Knowledge of credit union products and services.
• Strong mathematical, computer, problem-solving, and negotiation skills.
• Experience in training, mentoring, and coaching employees.
• Must comply with all aspects of the Bank Secrecy Act (BSA).
• Must obtain a license through the Nationwide Mortgage Licensing System & Registry (NMLS) and notary public certification.

Skills

• Directing Others
• Customer Focus
• Sales Focus
• Approachability
• Results Orientation
• Decision Quality
• Self-Development
• Composure
• Influence

Working Conditions

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

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 backup child/adult care services.
• Paid Time Off and Holidays: Generous paid time off, sick days, paid holidays, and 16 hours of paid volunteer time. 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 online Bachelor’s or Master’s degrees through the University of Arizona Global Campus for eligible full-time employees.