Jan 09, 2025
Virtual Relationship Banker
$18.00 - $22.16 hourly
- Vantage West Credit Union
- Tucson, AZ, United States
Full time
Finance
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
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.
Salary range is $18.00 - $22.16/hr. Job Grade NE-8. Final salary is dependent on a candidate’s experience and qualifications.
Equal Opportunity Employer Veterans Disabled
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
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.
Salary range is $18.00 - $22.16/hr. Job Grade NE-8. Final salary is dependent on a candidate’s experience and qualifications.
Equal Opportunity Employer Veterans Disabled
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