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Business Banker

Company: Vantage West Credit Union
Location: Gilbert
Posted on: July 13, 2019

Job Description:

GENERAL SUMMARY:

Responsible for developing and maintaining new and existing business banking relationships. Proactively solicits new business by reaching out to the community by visiting businesses, attending networking events, making outbound calls, etc.

QUALIFICATIONS:



  • 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 business
      • Experience working in local community, such as working with small businesses
      • One (1) year business banking experience


        Knowledge and 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 needs
        • Excellent 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.
            • 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.
            • Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resources with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations.
            • 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.


              Equal Opportunity Employer

Keywords: Vantage West Credit Union, Gilbert , Business Banker, Other , Gilbert, Arizona

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