Experienced Banker / Loan Specialist - Cottonwood, AZ at Credit Union West

Cottonwood, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

26.39

Posted On

09 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Banking, Lending, Consumer Loan Processing, Account Maintenance, Financial Advice, Relationship Management, Sales, Customer Service, Loan Funding, Digital Banking Support, Compliance, Cash Handling

Industry

Financial Services

Description

Ready for your next career move? If you're in the Cottonwood, AZ area (or relocating soon) and have experience in banking/lending, we have a fabulous opportunity that could be the perfect fit for you! While this role is located in our Cottonwood, AZ branch, candidates will complete five weeks of comprehensive, full-time training at our corporate headquarters in Glendale, AZ before transitioning to their home branch. We offer competitive hourly compensation, incentives up to 20%, free medical, dental, life, and disability insurance, a 401(k) with company match and profit sharing, tuition reimbursement, annual pay increases, and a wide range of additional benefits designed to support your success! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. Key words: Cottonwood, Verde Valley, Verde, Smelter City, Cornville, Clarkdale, Jerome, Page Springs

Responsibilities

Provide consultative financial advice and manage the opening and maintenance of consumer and business accounts. Process and fund various consumer loans while ensuring high-quality member service and adherence to security protocols.