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Virtual Solutions Relationship Banker
Vantage West Credit Union. Provide accurate, professional, and prompt member service in a high-volume virtual contact center .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing exceptional member service in a virtual contact center environment, with a strong focus on financial transactions, product knowledge, and compliance with banking regulations. Capable of effectively communicating and educating members about credit union services while identifying their financial needs.
Highest-signal resume keywords
Customer Service ExperienceBanking KnowledgeAttention to DetailEffective Communication SkillsSpanish Speaking Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial TransactionsAccount MaintenanceCross-SellingBasic Math SkillsComputer Skills
Soft Skills
Team PlayerDependabilityFlexibilityProfessional AppearanceSound Judgment
Tools & Technologies
Interactive Teller MachinesDigital Self-Service Channels
Industry Keywords
Credit Union ProductsBank Secrecy Act ComplianceMember Relationship ManagementSales GoalsVirtual Contact Center
About the role
Key responsibilities & impact- Provide accurate, professional, and prompt member service in a high-volume virtual contact center
- Perform virtual financial transactions and routine inquiries by phone and through interactive teller machines (ITMs)
- Process deposits, transfers, withdrawals, payments, account inquiries, card issues, online banking support, overdrafts, fee reversals, and research
- Learn and apply new technology and serve as a subject matter expert on Interactive Video Teller Machines
- Stay current on ITM enhancements, process improvements, and procedures
- Guide members through account maintenance using digital self-service channels
- Build and maintain member relationships and deliver positive member experiences
- Execute transactions securely, accurately, and with attention to detail
- Determine members' financial needs and recommend appropriate products and services
- Educate members about credit union, online, and mobile banking products and services
- Create cross-selling opportunities to meet branch and individual sales goals
- Resolve member requests, problems, and complaints or refer them to the appropriate department
- Maintain comprehensive knowledge of products, services, promotions, policies, procedures, rules, and regulations
- Meet balancing requirements
- Perform other duties as assigned
Requirements
What you’ll need- High School diploma or equivalent
- 3 years of customer service, sales and/or retail banking experience
- At least 1 year of banking or contact center experience
- Spanish speaking skills are preferred but not required
- Positive, professional appearance while communicating 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; cooperative, flexible, and dependable
- Clear and effective communication skills
- Knowledge of credit union products and services
- Customer-service orientation with ability to identify and meet member needs
- Basic math and computer skills
- Must comply with all aspects of the Bank Secrecy Act (BSA)
Benefits
Comp & perks- $200 monthly language stipend after 90 days of employment
- 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
- Generous paid time off
- Paid sick days
- Paid holidays
- 16 hours of paid time for community volunteer participation
- Enhanced paid military leave
- Paid maternity/paternity leave
- Generous 401(k) plan
- Job shadowing and personal development plans
- 100% tuition coverage toward an online Bachelor's or Master's Degree for eligible full-time employees