Virtual Solutions Relationship Banker

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

Benefits offered by this job

Health coverage

Paid time off

401(k) plan

Tuition reimbursement

Volunteer time

Job summary

Vantage West Credit Union is seeking a Virtual Solutions Relationship Banker to deliver accurate, professional member service in a high-volume center. You will handle deposits, transfers, and inquiries via phone and on-camera ITMs while promoting credit union products.

The role includes a $200 monthly language stipend after 90 days, with an hourly salary range of $19.00–$22.72. Spanish skills are a plus, and up to date product knowledge is essential for cross-selling and security.

Qualifications

• High School diploma or equivalent is required.
• 3 years of customer service, sales and/or retail banking experience, including 1 year in banking or contact center.
• Spanish speaking skills are preferred but not required.

Responsibilities

• Process a variety of virtual transactions promptly, accurately and securely.
• Serve as a SME on Interactive Video Teller Machines (ITMs) and stay updated on enhancements.
• Guide members through self-service handling of account maintenance through digital channels.
• Build and maintain relationships with members to ensure a positive experience and accurate transactions.
• Identify member needs and educate on products/services, including online and mobile banking.
• Resolve member requests or escalate to the appropriate department as needed.
• Maintain up-to-date knowledge on all credit union products, services, promotions, policies and rules.
• Meet balancing requirements and perform other duties as assigned.

Skills

Communication skills

Attention to detail

Fast-paced environment

Team player

Clear communication

Credit union products

Customer service oriented

Basic math and computer skills

Education

High School diploma or equivalent

Job description

GENERAL SUMMARY

The Virtual Solutions Relationship Banker is responsible for providing accurate, professional and prompt Member service in high-volume contact center environment while performing a variety of financial transactions & routine inquiries virtually, both over the phone and on camera 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, N10. 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
  • To include (1) one year of banking or contact center experience
• Spanish speaking skills are a preferred but not required

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, changing, and 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
• Functional//Technical Skills
• 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).

MAJOR ACCOUNTABILITIES AND TASKS

1. Processes a variety of virtual transactions promptly, accurately and efficiently.This includes but not limited to deposits, transfers, withdrawals, payments, account inquiries (consumer, business, trusts, etc.) plastic card issues, online banking technical support, overdrafts, fee reversals, research, etc. in accordance with credit union policies, procedures, and regulatory requirements and while navigating through various systems.
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. Approaches member requests with a professional, positive attitude and executes transactions with high-level of security, accuracy and attention to detail.
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.