Virtual Solutions Relationship Banker

Vantage West Credit Union•Tucson, AZ
•$19 - $23

About The Position

The Virtual Solutions Relationship Banker provides accurate, professional, and prompt member service in a high-volume contact center environment. The role handles financial transactions and routine inquiries virtually, by phone and on camera through interactive teller machines (ITMs). The banker maintains knowledge of credit union products, services, and promotions to identify cross-sale opportunities based on member needs. The position is eligible for a $200 monthly language stipend after 90 days of employment. The stated salary range is $19.00–$22.72 per hour, with final salary dependent on experience and qualifications. This position requires compliance with all aspects of the Bank Secrecy Act (BSA). Work involves sitting or standing for extended periods, with infrequent lifting of up to 25 pounds.

Requirements

  • High school diploma or equivalent.
  • Three years of customer service, sales, and/or retail banking experience, including at least one year of banking or contact center experience.
  • Maintain a positive, professional appearance while communicating effectively through on-screen technology.
  • Excellent attention to detail and sound judgment.
  • Ability to work in a fast-paced, changing, goal-oriented environment.
  • Effective team player who is cooperative, flexible, and dependable.
  • Ability to communicate clearly and effectively.
  • Knowledge of credit union products and services.
  • Customer-service orientation and ability to identify and meet member needs.
  • Basic math and computer skills.
  • Comply with all aspects of the Bank Secrecy Act (BSA).

Nice To Haves

  • Spanish-speaking skills are preferred but not required.

Responsibilities

  • Process virtual transactions promptly, accurately, and efficiently, including deposits, transfers, withdrawals, payments, account inquiries, plastic card issues, online banking technical support, overdrafts, fee reversals, and research, in accordance with credit union policies, procedures, and regulatory requirements.
  • Learn and apply new technology; serve as a subject matter expert on Interactive Video Teller Machines and stay informed about ITM enhancements, process improvements, and procedures.
  • Guide members through account maintenance requests using digital self-service channels.
  • Build, develop, and maintain member relationships and provide a positive member experience through professional service and secure, accurate transactions.
  • Determine members’ financial needs, recommend appropriate products and services, educate members about available offerings including online and mobile banking, and create cross-selling opportunities to meet branch and individual sales goals.
  • Resolve member requests, problems, and complaints, or direct members to the appropriate person or department for assistance.
  • Maintain comprehensive, up-to-date knowledge of credit union products, services, promotions, policies, procedures, rules, and regulations.
  • Meet balancing requirements.
  • Perform other duties as assigned.

Benefits

  • Medical, dental, and vision coverage for employees and dependents.
  • Life insurance.
  • Flexible spending accounts.
  • Pet insurance.
  • Team Member Assistance Program (EAP).
  • Backup child and adult care services through Corporate Care Solutions.
  • Paid time off, sick days, and paid holidays.
  • 16 hours of paid time to participate in the community volunteer program.
  • Enhanced paid military leave.
  • Paid maternity and paternity leave.
  • 401(k) plan.
  • Job shadowing and personal development plans.
  • Tuition reimbursement, including 100% tuition coverage toward an online bachelor’s or master’s degree for eligible full-time employees through the University of Arizona Global Campus.
  • $200 monthly language stipend after 90 days of employment.
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