Senior Relationship Banker - Tatum & Shea

General Summary

The Senior Relationship Banker drives 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, Sr RBs mentor peers, assist with training, and support management in coaching. They consistently model service excellence, ensure compliance, and foster a positive team culture. This role is eligible for a language stipend of $200/monthly after 90 days of employment.

Qualifications

• Minimum Education & Experience Requirements: High School diploma or equivalent Two (2) years of similar retail banking experience
• Minimum Knowledge & Skill Requirements: Excellent attention to detail and sound judgement Strong leadership skills, leads by example Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly, effectively, and influence others Cultivate strong member relationships and influence decision-making through authentic engagement, emotional intelligence, and a deep understanding of member needs Has proven success in consultative sales with financial services or in a related industry Knowledge of credit union products and services Strong mathematical, computer, problem-solving, and negotiation skills

Competencies

• Directing Others
• Sales Focus
• Results Orientation
• Decision Quality
• Influence

Working Conditions/Environment

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

Major Accountabilities and Tasks

• Provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader.
• Aid in overseeing the day-to-day work of others, including scheduling, training, mentoring, and coaching.
• Demonstrate excellent people smarts and elevated decision making as well as expertise in policy and procedure.
• Obtain training in Financial Coaching.
• Conduct meetings with members as their Financial Wellness Coach, responsible for helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits that lead to long-term financial freedom.
• Understand credit scores and reporting and can adequately navigate them for sales opportunities.
• Advise our members in the areas of debt management, credit advancement, mortgage, and overall financial well-being.
• Perform sales, service and operational functions in the branch. Deliver unsurpassed service that builds long-term member loyalty while effectively assisting with member interactions.
• Process 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.
• Handle routine to complex member inquires such as business, fiduciary accounts, power of attorneys. Review and approve fiduciary documents for compliance.
• Resolve members' requests, problems, and complaints or direct them to the appropriate person or department for information and assistance.
• Provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, supervisor approvals, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader.
• Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
• Partner with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.
• Strategically build and optimize your network and pipeline to meet or exceed monthly performance metrics through outbound calls, networking, and visiting local businesses promoting Vantage West @ Work.
• Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness.
• Support community relationships on an as-needed basis.
• Actively seek and apply feedback to improve performance and member experience.

About Us

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.

Benefits and Perks

• Health Coverage – We offer 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 – Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.
• Retail Savings – Generous 401k Plan.
• Development Activities – We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.
• Tuition Reimbursement – We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor’s or Master’s Degree.

Equal Opportunity Employer

Vantage West is an equal opportunity employer. Veterans, disabled, and minorities are encouraged to apply.