Member Care Representative

OneAZ Credit UnionPhoenix, AZ
$17 - $23Onsite

About The Position

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. 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.

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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