Virtual Relationship Banker

Vantage West Credit Union; Tucson (AZ); On-site; USD 26,000 - 31,000; Full time

Benefits offered by this job

Health coverage

Paid Time Off and Holidays

Retirement Savings / 401k

Tuition Reimbursement

Volunteer program involvement

Job summary

Vantage West Credit Union is seeking a Member Services Specialist to handle a range of financial transactions via ITMs and digital channels. You will provide accurate, friendly service and identify cross-sell opportunities based on member needs.

The role emphasizes knowledge of credit union products, adherence to BSA rules, and teamwork in a fast-paced environment. Proficiency in Spanish is preferred.

Qualifications

• High School diploma or equivalent.
• 3 years customer service, sales and/or retail banking experience.
• Spanish speaking is preferred.

Responsibilities

• Processes a variety of virtual transactions promptly, accurately and efficiently.
• Learns and applies new technology, serving as a Subject Matter Expert on Interactive Video Teller Machines and stays abreast of ITM enhancements, including process improvement and procedures.
• Guides members through self-service handling of account maintenance requests through digital channels.
• Builds, develops and maintains relationships with members to ensure a positive member experience.
• Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
• Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
• Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
• Meets balancing requirements.
• Performs other duties as assigned.

Skills

Customer service

Sales

Communication skills

Attention to detail

Team player

Spanish language

Education

High School diploma

Job description

GENERAL SUMMARY:

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions virtually, through interactive teller machines (ITMs). Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

Salary range is $19.00 - $22.72/hr. Job Grade, NE 8. Final salary is dependent on a candidate's experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent


• 3 years customer service, sales and/or retail banking experience


• Spanish speaking is preferred

Minimum Knowledge & Skill Requirements:

• Maintains a positive, professional appearance while communicating effectively through on-screen technology


• Excellent attention to detail and sound judgement


• Ability to work in a fast-paced, goal-oriented environment


• Must be an effective team player, cooperative, flexible and dependable


• Ability to communicate clearly and effectively


• Knowledge of credit union products and services


• Must be customer service oriented with the ability to identify and meet member needs


• Must possess basic math and computer skills

COMPETENCIES:

• Customer Focus


• Composure


• Approachability


• Drive for Results


• Decision Quality


• Self-Development


• Perseverance

WORKING CONDITIONS/ENVIRONMENT:

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.

OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).

MAJOR ACCOUNTABILITIES AND TASKS:

1. Processes a variety of virtual transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, and payments in accordance with credit union policies, procedures, and regulatory requirements.


2. Learns and applies new technology, serving as a Subject Matter Expert on Interactive Video Teller Machines and stays abreast of ITM enhancements, including process improvement and procedures.


3. Guides members through self-service handling of account maintenance requests through digital channels.


4. Builds, develops and maintains relationships with members to ensure a positive member experience.


5. Determines Member's financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.


6. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.


7. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.


8. Meets balancing requirements.


9. Performs other duties as assigned.

About Us:

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:

* Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).

* Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.

* Retirement Savings - Generous 401k Plan.

* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.

* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.

Equal Opportunity Employer Veterans Disabled

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.