Virtual Relationship Banker
Vantage West Credit Union, Tucson, AZ, United States
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.
Compensation
Salary range: $19.00 – $22.72 per hour. Job Grade: NE 8. Final salary is dependent on a candidate’s experience and qualifications.
Eligible for a language stipend of $200 per month after 90 days of employment.
Qualifications
High School diploma or equivalent
3 years of customer service, sales and/or retail banking experience
Spanish speaking preferred
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
Effective team player, cooperative, flexible and dependable
Clear and effective communication
Knowledge of credit union products and services
Customer‑service orientation with the ability to identify and meet member needs
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 pounds.
Other Requirements
Must comply with all aspects of the Bank Secrecy Act (BSA). Must obtain a license through the Nationwide Mortgage Licensing System & Registry (NMLS).
Major Accountabilities and Tasks
Process a variety of virtual transactions promptly, accurately and efficiently, including deposits, transfers, withdrawals and payments in accordance with credit union policies, procedures and regulatory requirements.
Learn and apply new technology, serving as a subject‑matter expert on Interactive Video Teller Machines and stay abreast of ITM enhancements, including process improvement and procedures.
Guide members through self‑service handling of account maintenance requests through digital channels.
Build, develop and maintain relationships with members to ensure a positive member experience.
Determine members’ financial needs and recommend appropriate products and services. Educate members on the available products and services including online and mobile banking. Create cross‑selling opportunities to meet branch and individual sales goals.
Resolve members’ requests, problems, and complaints or direct them to the appropriate person or department for assistance.
Maintain up‑to‑date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
Meet balancing requirements.
Perform other duties as assigned.
Benefits and Perks
Health coverage – medical, dental and vision coverage for the employee and dependents; additionally includes life insurance, flexible spending accounts, pet insurance, employee assistance program and corporate care solutions.
Paid Time Off and Holidays – generous PTO, sick days, paid holidays and 16 hours of paid time to participate in community volunteer programs. Enhanced paid military leave and paid maternity/paternity leave.
Retirement savings – generous 401(k) plan.
Development activities – continuous growth through job shadowing and personal development plans, with a high internal promotion rate.
Tuition reimbursement – 100% coverage toward an online Bachelor’s or Master’s degree at the University of Arizona Global Campus.
Equal Opportunity Employer Veterans Disabled
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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.
Compensation
Salary range: $19.00 – $22.72 per hour. Job Grade: NE 8. Final salary is dependent on a candidate’s experience and qualifications.
Eligible for a language stipend of $200 per month after 90 days of employment.
Qualifications
High School diploma or equivalent
3 years of customer service, sales and/or retail banking experience
Spanish speaking preferred
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
Effective team player, cooperative, flexible and dependable
Clear and effective communication
Knowledge of credit union products and services
Customer‑service orientation with the ability to identify and meet member needs
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 pounds.
Other Requirements
Must comply with all aspects of the Bank Secrecy Act (BSA). Must obtain a license through the Nationwide Mortgage Licensing System & Registry (NMLS).
Major Accountabilities and Tasks
Process a variety of virtual transactions promptly, accurately and efficiently, including deposits, transfers, withdrawals and payments in accordance with credit union policies, procedures and regulatory requirements.
Learn and apply new technology, serving as a subject‑matter expert on Interactive Video Teller Machines and stay abreast of ITM enhancements, including process improvement and procedures.
Guide members through self‑service handling of account maintenance requests through digital channels.
Build, develop and maintain relationships with members to ensure a positive member experience.
Determine members’ financial needs and recommend appropriate products and services. Educate members on the available products and services including online and mobile banking. Create cross‑selling opportunities to meet branch and individual sales goals.
Resolve members’ requests, problems, and complaints or direct them to the appropriate person or department for assistance.
Maintain up‑to‑date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
Meet balancing requirements.
Perform other duties as assigned.
Benefits and Perks
Health coverage – medical, dental and vision coverage for the employee and dependents; additionally includes life insurance, flexible spending accounts, pet insurance, employee assistance program and corporate care solutions.
Paid Time Off and Holidays – generous PTO, sick days, paid holidays and 16 hours of paid time to participate in community volunteer programs. Enhanced paid military leave and paid maternity/paternity leave.
Retirement savings – generous 401(k) plan.
Development activities – continuous growth through job shadowing and personal development plans, with a high internal promotion rate.
Tuition reimbursement – 100% coverage toward an online Bachelor’s or Master’s degree at the University of Arizona Global Campus.
Equal Opportunity Employer Veterans Disabled
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