Member Care Representative

OneAZ Credit UnionPhoenix, AZ
29d$17 - $23Onsite

About The Position

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

Requirements

  • High school diploma or General Educational Development (GED).
  • 1 year customer service or call center experience.
  • Excellent verbal/written communication skills.
  • A passion for people, innovation, and growth.

Nice To Haves

  • Bilingual (Spanish/English) preferred
  • Experience in a financial institution/credit union call center environment, and/or teller/banker experience a plus.

Responsibilities

  • 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.

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
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