Universal Tellers & Relationship Bankers

About the position

The Universal Tellers & Relationship Bankers position at Desert Financial involves serving members through various banking services while meeting performance metrics. The role combines responsibilities of a Universal Banker and a Relationship Banker, focusing on both transactional and relationship-building aspects to help members achieve their financial goals.

Responsibilities

• Meet or exceed monthly performance metrics by identifying and recommending products and services to members.
• Service members on the teller line with monetary transactions and account maintenance.
• Maintain and deepen member relationships through consultative analysis and recommendations of financial products.
• Build and optimize a referral network and pipeline through outbound calls and community outreach.
• Handle wire requests, IRA transactions, automatic transfers, and disputes.
• Serve as a notary public.

Requirements

• H.S. Diploma or GED
• 1+ year(s) of demonstrated success in an incentive-driven environment where sales goals were met or exceeded.
• Exemplary organizational, problem-solving, and verbal and written communication skills.
• Excellent time management skills.
• Strong mathematical and logic skills.
• Ability to influence and build rapport quickly.
• Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training.

Nice-to-haves

• Cash handling experience
• Previous financial institution experience.

Benefits

• Award-winning culture with recognition as #2 Best Place to Work by Phoenix Business Journal.
• 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 kids' extracurricular activities.
• 16 paid volunteer hours per year.