Virtual Relationship Banker & ITM Expert (Bilingual)

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

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.