Virtual Relationship Banker

Corporate
2480 N Arcadia Ave
Tucson, AZ 85712, USA

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:

• 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.
• 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.

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.

• 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…