Relationship Banker I (Full Time) Academy

The Relationship Banker I is a results-driven sales and service professional responsible for building strong member relationships through meaningful financial conversations and solution-based selling. This role proactively uncovers member needs and recommends products and services that help members earn higher rates on deposits, lower rates on loans, add convenience, and achieve their financial goals. Relationship Bankers combine financial expertise with a consultative approach to identify opportunities, deepen relationships, and deliver personalized solutions that create value for both the member and the credit union. Guided by our values of being kind, committed, and proactive, they serve as trusted advisors to our members.

This role is eligible for a language stipend of $200/monthly after 90 days of employment.

High School diploma or equivalent

Two (2) years of customer service, sales, and/or retail banking experience

Ability to work in an agile, goal-oriented environment

Must be an effective team player, cooperative, flexible and dependable

Must possess basic math and computer skills

Decision Quality

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. in accordance with credit union policies, procedures, and regulatory requirements.

Engage members through consultative, open-ended conversations to build trust, uncover financial needs, and create sales opportunities. Leverage expertise in credit union products and services, new accounts, and consumer lending to recommend tailored solutions that help members achieve their financial goals while meeting branch and individual sales objectives.

Serve as Lobby Leader by welcoming members, managing lobby traffic by determining Members' needs, signing Members in to meet with branch staff and managing wait time.

Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.Follow established processes and guidelines in daily activities to do what is right for members and the credit union, adhering to all applicable laws and regulations.

Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.

Partners with Wealth Managers, Business Bankers, and Mortgage Loan Officers to connect members to experts who can help them with specialized financial needs.

Actively seek and apply feedback to improve performance and member experience.

Attend events representing Vantage West, including sponsorships, community outreach, and financial wellness. Support community relationships on an as-needed basis.

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.

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. Retirement 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 Veterans Disabled

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