Apply on Employer Site

Vantage West Credit Union · 7 hours ago

MSC Business Development Specialist/Relationship Banker

Tucson, AZ

Full-time

Onsite

Mid Level

$18.74/hr - $24.60/hr

3+ years exp

Vantage West Credit Union is dedicated to fostering a vibrant learning environment. The Business Development Specialist/Relationship Banker is responsible for promoting the credit union within the community and providing excellent member service in a high-volume call center, while also identifying and meeting member needs through various products and services.

BankingCreditFinancial Services

Responsibilities

Seeks and pursues opportunities to drive local membership growth and retention

Promotes the credit union through local participation in business, community and charitable organizations and activities

Works to cultivate strong relationships within the local community through community outreach

Establishes and retains relationships with existing and new members

Proactively makes outbound calls and takes inbound calls

Communicate with members to understand financial needs

Explain and promote the appropriate credit union products and services

Works with loan processors, underwriters and retail personnel

Submits various loan and deposit applications for members

Provides appropriate disclosures for all accounts and loans to membership

Performs maintenance on all types of accounts

Keeps up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations

Works to successfully achieve overall department goals, through individual contribution and teamwork

Supports credit union member service objectives and sales promotions by cross-selling or referring services and products to members

Meets established sales goals and service standards

Performs other duties as assigned

Qualification

Sales experienceCustomer serviceFinancial institution experienceBusiness communicationCredit union knowledgeMicrosoft proficiencySpanish speakingRelationship buildingAction orientedPerseveranceTime managementInterpersonal skillsCustomer focus

Required

High School diploma or equivalent

Three (3) years experience in sales and/or customer service

One (1) year financial institution experience

Possess excellent (verbal & written) business communication skills

Ability and drive to solicit new business proactively

Ability to build relationships with local businesses and community

Knowledge of credit union products and services

Detail oriented with strong time management skills

Must be proficient in Microsoft, i.e. Word, Excel, Outlook, etc

Ability to work independently without supervision

Strong sales orientation with the ability to identify additional opportunities

Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act

Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS)

Preferred

Experience establishing business and community relationships

Spanish Speaking

Benefits

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.

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.