Virtual Relationship Banker

Vantage West Credit Union•Tucson, AZ

6h•Remote

About The Position

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.

Requirements

High School diploma or equivalent
3 years customer service, sales and/or retail banking experience
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
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).

Nice To Haves

Spanish speaking is preferred

Responsibilities

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.

Benefits

Health Coverage – We offer medical, dental and vision coverage for you and your dependents.
life insurance
flexible spending accounts
pet insurance
Team Member Assistance Program (EAP)
Corporate Care Solutions (Backup Child and Adult Care Services).
Paid Time Off and Holidays
generous paid time off
additional time given for sick days
paid holidays
16 hours of paid time to participate in our community volunteer program.
enhanced paid military leave
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.
language stipend of $200/monthly after 90 days of employment