Jobs · Sales · Arizona

Universal Tellers & Relationship Bankers (North West Valley)

Desert Financial Credit Union · Surprise, AZ · 3 mo ago
On-siteSalesFull-time

About the role

As a Teller or Relationship Banker, you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services that will help members reach their financial goals. You will also service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes, and serve as notary public. The Relationship Banker will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products.

Responsibilities

  • Meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CDs, IRAs, Loans) that will help members reach their financial goals.
  • Service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes, and serve as notary public.
  • Maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts).
  • Strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.

Requirements

  • H.S. Diploma or GED
  • 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals
  • Exemplary organizational, problem solving, and verbal and written communication skills
  • Excellent time management skills
  • Strong Mathematical and logic skills
  • Ability to influence and build rapport quickly

Qualifications

  • Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training
  • This role might be for you if you have…

Skills

  • Cash handling experience
  • Previous financial institution experience

Benefits

  • Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
  • Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
  • Competitive hourly pay, overtime potential and UNCAPPED incentive
  • 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans
  • Time off for Parental/Elderly Care
  • Money for your kids’ extracurricular activities
  • 16 paid volunteer hours per year
  • and a WHOLE LOT MORE!!

Pay

Competitive hourly pay, overtime potential and UNCAPPED incentive

Schedule

Monday-Friday: 9am-7pm, Saturday: 9am-2pm

Benefits

  • Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal
  • Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
  • 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans
  • Time off for Parental/Elderly Care
  • Money for your kids’ extracurricular activities
  • 16 paid volunteer hours per year
  • and a WHOLE LOT MORE!!

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