Virtual Relationship Banker

4 weeks ago


Tucson, Arizona, United States Vantage West Credit union Full time
Job Summary

As a Virtual Relationship Banker, you will provide exceptional member service and support to our members through interactive teller machines (ITMs). You will be responsible for processing a variety of virtual transactions, including deposits, transfers, withdrawals, and payments, while maintaining a high level of accuracy and efficiency.

You will also be responsible for guiding members through self-service handling of account maintenance requests through digital channels, building and maintaining relationships with members to ensure a positive member experience, and determining member's financial needs and recommending appropriate products and services.

Additionally, you will resolve member's requests, problems, and complaints, and maintain an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.

Key Responsibilities
  • Process virtual transactions promptly, accurately and efficiently
  • Guide members through self-service handling of account maintenance requests
  • Build and maintain relationships with members
  • Determine member's financial needs and recommend appropriate products and services
  • Resolve member's requests, problems, and complaints
  • Maintain knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations
Requirements
  • High School diploma or equivalent
  • 3 years customer service, sales and/or retail banking experience
  • Spanish speaking is preferred
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).



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