Desert Financial
Phoenix, Arizona, United States
Bilingual Relationship Banker -South Mountain
Posted over 1 month ago
Job Description
Who you are
The Relationship Specialist maintains and deepens financial relationships with members by consulting and administering on new deposit accounts, consumer loan products, and home loan products by performing a consultative analysis for members, and identifying products and/or services that will strengthen a members personal financial situation.
As a Relationship Specialist, a typical week might include the following
Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and business loans, home loans, and/or wealth management services.
Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being. Avidly promote and educate members on alternative ways to bank with DFCU mobile, ATMs.
Manage individual performance by building and maintaining a strong referral base and pipeline of new and existing members through internal and external outreach programs, including community outreach strategies to increase overall performance
Proactively identify opportunities for self-development while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality. Serve as a subject matter expert for members and Experience Specialists.
Perform transactions, including, but not limited to; withdrawals, deposits, check cashing, loan payments, and account maintenance.
Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers.
Perform other job-related duties as assigned.
This role might be for you if you have
- H.S. Diploma or GED
- 1 years of experience in Sales and Service
- Exemplary organizational, problem solving, and verbal and written communication skills
- Excellent time management skills
- Strong Mathematical and logic skills
- Ability to connect and build rapport quickly
- Speak and write fluent Spanish (must pass Bilingual assessment)
Bonus points if you have.
- Cash handling experience
- Previous financial institution experience
- Registered NMLS
- Registered Notary Public
Why you'll love working here...
- Award winning culture -Voted one of Phoenix Business Journal's Best Places to Work
- Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching!
- Competitive hourly pay, overtime potential and UNCAPPED incentive
- 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans
- Time off for Parental/Elderly Care
- Money for your kids extracurricular activities
- 16 paid volunteer hours per year
- and a WHOLE LOT MORE!!
About us:
We are considered leaders in the local credit union space, and we are growing like crazy!
We are considered leaders in the local credit union space, and we are growing like crazy!
Weve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at jobs.desertfinancial.com.
We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
For additional information about our organization, careers, and benefits visit: http://jobs.desertfinancial.com
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