Vantage West Credit Union

Three (3) years of customer service, sales, and/or retail banking experience. Must comply with all aspects of the Bank Secrecy Act (BSA).. Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).. Processes 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.. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc.

relationship banker ii

<h5>Description </h5> GENERAL SUMMARY: Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment QUALIFICATIONS: Minimum Education & Experience Requirements: <ul><li>High School diploma or equivalent </li><li>Three (3) years of customer service, sales, and/or retail banking experience </li> </ul>Minimum Knowledge and Skill Requirements <ul><li>Excellent attention to detail and sound judgement </li><li>Ability to work in a fast-paced, goal-oriented environment </li><li>Must be an effective team player, cooperative, flexible and dependable </li><li>Ability to communicate clearly and effectively </li><li>Knowledge of credit union products and services </li><li>Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs </li><li>Strong mathematical, problem-solving, and negotiation skills </li> </ul>COMPETENCIES: <ul><li>Customer Focus </li><li>Approachability </li><li>Drive for Results </li><li>Decision Quality </li><li>Perseverance </li><li>Self-Development </li><li>Composure </li> </ul> WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: <ol><li>Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. </li><li>Performs sales, service and operational functions in the branch. Processes 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. </li><li>Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. </li><li>Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. </li><li>Handles routine to complex Member inquires such as 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. </li><li>Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. </li><li>Open business accounts and refer to other lines of business. </li><li>Performs other duties as assigned. </li> </ol>Salary range is $18.00 - $23.26/hr. Final salary is dependent on a candidate's experience and qualifications. Equal Opportunity Employer Veterans Disabled

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