Vantage West CU
GENERAL SUMMARY
Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. 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 - $20.05/hr. Final salary is dependent on a candidate’s experience and qualifications.
QUALIFICATIONS Minimum Education & Experience Requirements:
High School diploma or equivalent
2 years 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
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 transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Manages lobby traffic by determining Members’ needs, signing members in to meet with branch staff and managing wait time.
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.
Maintains cash drawer and meets balancing requirements.
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. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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This role is eligible for a language stipend of $200 monthly after 90 days of employment.
Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate’s experience and qualifications.
QUALIFICATIONS Minimum Education & Experience Requirements:
High School diploma or equivalent
2 years 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
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 transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
Manages lobby traffic by determining Members’ needs, signing members in to meet with branch staff and managing wait time.
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.
Maintains cash drawer and meets balancing requirements.
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. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr