Virtual Relationship Banker

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.

Qualifications

• High School diploma or equivalent
• 3 years customer service, sales and/or retail banking experience
• Spanish speaking is 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
• 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

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.

Pay

Salary range is $19.00 - $22.72/hr. This role is eligible for a language stipend of $200/monthly after 90 days of employment.

Benefits and Perks

• Health Coverage – medical, dental and vision coverage for you and your dependents, plus life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).
• Paid Time Off and Holidays – generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. Enhanced paid military leave and paid maternity/paternity leave also offered.
• Retirement Savings – Generous 401k Plan.
• Development Activities – Continuous growth encouraged through Job Shadowing and Personal Development Plans, leading to a 40+% annual internal promotion rate.
• Tuition Reimbursement – Partnership with the University of Arizona Global Campus offers eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.