MSC Business Development Specialist/Relationship Banker

GENERAL SUMMARY:

The Business Development Specialist/ Relationship Banker has two separate responsibilities.

1. Business Development Specialist-Responsible for reaching out into the community by visiting businesses, attending networking events and participating in community activities to promote the credit union.

2. Relationship Banker-Responsible for providing accurate, professional and prompt member service in a high-volume call center while handling routine financial transactions and identifying and satisfying member needs by offering products and services.

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

Salary range: $18.74 - $24.60/hour. Job Grade NE-9. Salary dependent on candidate's experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

* High School diploma or equivalent

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

o To include One (1)year financial institution

Additional Preferred Education & Experience:

* Experience establishing business and community relationships

* Spanish Speaking

Minimum Knowledge & Skill Requirements:

* 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

COMPETENCIES:

* Drive for Results

* Interpersonal Savvy

* Business Acumen

* Customer Focus

* Action Oriented

* Perseverance

* Time Management

WORKING CONDITIONS/ENVIRONMENT:

This job requires they stand or sit for the majority of time. Infrequent lifting of up to 25 lbs. may be required. Must be able to travel independently to represent the credit union at various events.

OTHER REQUIREMENTS:

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).

MAJOR ACCOUNTABILITIES AND TASKS:

Business Development Specialist:

1. Seeks and pursues opportunities to drive local membership growth and retention.

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

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

Relationship Banker:

4. 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.

5. Works with loan processors, underwriters and retail personnel. Submits various loan and deposit applications for members.

6. 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.

7. 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.

Other:

8. Performs other duties as assigned.

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.

* 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