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Member Care Representative

Open 56d posting dated 3 weeks ago

Summary

Handles member inquiries, performs transactions, and resolves issues for a credit union, requiring strong customer service and basic financial knowledge.

Join Us in Making an Impact

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

Who You Are 🧩

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together.

What You’ll Do 🚀

📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

*** Please be advised that this is NOT a remote position. The person who fills this role will work in-office. ***

A Member Care Rep I utilizes positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department.

  • Provides members with account balance, activity, and history upon members' request.
  • Performs transactions, check withdrawals, transfers, and account maintenance.
  • Assists with dividend verification, common inquiries, non-sufficient funds (NSF) checks, and statement copies.
  • Performs loan payments, term calculations, and loan payoff information.
  • Informs members of savings, checking, money market, share certificates, individual retirement account (IRA), and club account features and benefits.
  • Provides documents as requested by members.
  • Performs research to resolve escalated issues.
  • Assists members with explanations of transactions on accounts.
  • Sets up member access to online banking and telephone banking.
  • Maintains knowledge of Credit Union’s field of membership.
  • Assists members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and courtesy pay.
  • Coordinates with branches to schedule member appointments.
  • Explains, promotes, and informs members of Credit Union products and services.
  • Attends assigned team meetings and/or training sessions.

What You Bring 🎯

  • High school diploma or General Educational Development (GED).
  • 1 year customer service or call center experience.
  • Bilingual (Spanish/English) preferred
  • Experience in a financial institution/credit union call center environment, and/or teller/banker experience a plus.
  • Excellent verbal/written communication skills.
  • A passion for people, innovation, and growth.

Compensation & Benefits 🎉

  • Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
  • Low-cost Medical, Dental & Vision plans
  • Paid childcare assistance
  • Award-winning 401K
  • Gym fee reimbursement
  • Tuition Reimbursement
  • Student loan repayment
  • ...and much more. Explore all the details in our comprehensive Benefits Booklet
  • Target hiring range $17.00 / hr - $23.00 / hr (Depending on experience and prior to any incentives this position is eligible for)

Why Join OneAZ?

At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers.

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.

Additional Notes:

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

What this application asks

greenhouse

First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Preferred First Name optional
  • Current Address? written answer
  • Are you 18 years of age or older? choose one
  • Do you acknowledge that candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws? choose one
  • Are you currently authorized to work in the U.S.? choose one
  • Will you now or in the future require OneAZ Credit Union to sponsor you for an employment-based visa or participate in a work authorization benefit in order to employ you (for example, H-1B or OPT)? If you answer yes to this question, you will not be considered. choose one
  • What is your desired salary or hourly rate?
  • Were you previously employed with OneAZ Credit Union? choose one
  • How did you hear about this position? choose any
  • If you selected that you were referred by another associate, please enter their name here. *Please enter N/A if you were not referred by an associate.
  • Do you have any relatives, friends or acquaintances currently employed at OneAZ? If yes, please list their name(s) AND relationship.
  • Do you have prior call center or financial institution experience? If yes, please describe briefly. written answer
  • LinkedIn Profile optional
  • Would you like to opt in to receive text updates regarding your application? You can opt out at any time. choose one
  • Do you want to tell us anything else about yourself? written answer · optional

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