Description GENERAL SUMMARY: The Business Banker is | Glendale, AZ

Detailed Information

  • Location: Glendale, AZ

  • Company: Vantage West Credit Union

role will spend majority of their time traveling to meet with potential members to initiate account enrollment. The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community.

QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Four (4) years sales and/or customer service experience To include 2 years financial institution experience Additional Preferred Education & Experience: Experience in outside sales generating new businesinteractionperience working in local community, such as working with small businesses One

(1) year business banking experience Minimum Knowledge & Skill Requirements: Knowledge of credit union business products and services Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needinteractioncellent communication skills both verbal & written Ability and drive to solicit new business proactively Ability to build relationships with the community, our members, and colleagues Detail oriented with strong time management skills Ability to work independently without supervision Must be proficient in Microsoft, i.

e. Word, Excel, Outlook, etc. COMPETENCIES: Interpersonal Savvy Business Acumen Customer Focus

Action Oriented Priority Setting Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs.

Must be able to travel independently to branch and office locations. 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: Creates and expands new and existing business banking relationships. Analyzes business member's needs and maximizes relationships through business banking products and services. Majority of time spent will be in an outside sales environment.

Actively seek additional resources (i. working events, COI's) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region. Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience. Opens new business accounts including checking, savings, etc. Processes small business loans such as credit cards, auto loans, etc. Takes advantage of opportunities to sell and cross-sell products and services.

Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products. Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resource with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations. Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members.

Responds and resolves business member requests, problems and complaints. Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Performs other duties as assigned. Salary range is $51,145.09-$67,127.92. Job Grade, PHX EX 11. Final salary is dependent on candidate's experience and qualifications. Equal Opportunity Employer Veterans Disabled

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