Job Description

Description

GENERAL SUMMARY:

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. 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 90 days of employment.

Salary range is $18.00 - $22.16/hour. Job Grade, NE 8. Final salary is dependent on candidate's experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent
• Three (3) years of customer service, sales, and/or retail banking experience

Minimum Knowledge and Skill Requirements

• 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
• Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs
• Strong mathematical, problem-solving, and negotiation skills

COMPETENCIES:

• Customer Focus
• Approachability
• Drive for Results
• Decision Quality
• Perseverance
• Self-Development
• Composure

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). Must be able to work a flexible schedule Monday through Saturday as needed.

MAJOR ACCOUNTABILITIES AND TASKS:

1. Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity.
   

2. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
   

3. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience.
   

4. Determines Members' 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.
   

5. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
   

6. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations.
   

7. Open business accounts and refer to other lines of business.
   

8. Performs other duties as assigned.

About Us:

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:

* Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: 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 - Work-life balance is a focus with 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. We also offer enhanced paid military leave and paid maternity/paternity leave.

* Retirement Savings - Generous 401k Plan.

* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.

* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.

Equal Opportunity Employer Veterans Disabled

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