Job Description
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.
This role is eligible for a language stipend of $200/monthly after +0 days of employment
QUALIFICATIONS:
Minimum Education & Experience Requirements:
• High School diploma or equivalent
• 3 years customer service, sales and/or retail banking experience
• Spanish speaking is preferred
• Availability: Monday and Tuesday 1pm-5pm, Friday 8:45am-5:15pm (with a 30 minute lunch break), and Saturday +am-1pm.
Minimum Knowledge & Skill Requirements:
• 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
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).
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.
Salary range is $18.00 - $22.16/hr. Job Grade NE-8. Final salary is dependent on a candidate’s experience and qualifications.
Equal Opportunity Employer Veterans Disabled
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 +0 days of employment
QUALIFICATIONS:
Minimum Education & Experience Requirements:
• High School diploma or equivalent
• 3 years customer service, sales and/or retail banking experience
• Spanish speaking is preferred
• Availability: Monday and Tuesday 1pm-5pm, Friday 8:45am-5:15pm (with a 30 minute lunch break), and Saturday +am-1pm.
Minimum Knowledge & Skill Requirements:
• 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
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).
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.
Salary range is $18.00 - $22.16/hr. Job Grade NE-8. Final salary is dependent on a candidate’s experience and qualifications.
Equal Opportunity Employer Veterans Disabled
💡 Quick Summary
Seeking a career-building opportunity? The Part|Time Virtual Relationship Banker position is now open for candidates interested in the Work from home Jobs sector. This role in Tucson offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
