Arizona Financial Credit Union-posted 8 days ago
Full-time • Entry Level
Hybrid • Gilbert, AZ

Job Summary Overview The position is responsible for all Teller and Senior Teller accountability (Required to assist on the teller line, greet members in the lobby). Essential Job Functions Opens new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success. Processes specialty account opening requests, such as trust accounts. Maintains in-depth knowledge of all non-equity loan options, including but not limited to personal, shares secured, auto, boat and recreational vehicles. Passes successfully the Credit Consultation Certification within three months. Processes and funds loan applications. Establishes, develops, and maintains positive consumer member relationships. Expedites the resolution of member problems and complaints to maximize satisfaction. Educates members on money management behaviors (managing credit, budgeting, etc.) and practices to help reduce their financial stress and to assist them in reaching their financial goals. Provides notary services. Completes audits as assigned. Improves continuously through applying feedback. Achieves individual sales goals and contribute to the success of the branch by doing the following: Clearly listens to the concerns of a member and be able to address their needs, emphasizing the features of products that help solve a member’s concern, problem, or future need. Have effective conversations with members about additional loan protection products. Develops and maintains interpersonal skills to work with a wide variety of people each while building relationships. Must be able to demonstrate the ability to connect and build rapport quickly. Displays confidence and strong self-assuredness to ensure success while communicating with members. Use consultative sales techniques to proactively offer products and services that are in the member's best interest to help them achieve financial success. This includes consultative analysis of credit profiles, account history etc. and making recommendations regarding account and lending services. Completes service calls and/or other outbound call efforts. (Calls will periodically be evaluated and recorded). Understands the offerings and provide referrals to business partners, including Elavon, Arizona Group, and Member’s Auto Center. Performs other job-related duties as assigned.

  • Assist on the teller line, greet members in the lobby
  • Opens new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success.
  • Processes specialty account opening requests, such as trust accounts.
  • Maintains in-depth knowledge of all non-equity loan options, including but not limited to personal, shares secured, auto, boat and recreational vehicles.
  • Passes successfully the Credit Consultation Certification within three months.
  • Processes and funds loan applications.
  • Establishes, develops, and maintains positive consumer member relationships.
  • Expedites the resolution of member problems and complaints to maximize satisfaction.
  • Educates members on money management behaviors (managing credit, budgeting, etc.) and practices to help reduce their financial stress and to assist them in reaching their financial goals.
  • Provides notary services.
  • Completes audits as assigned.
  • Improves continuously through applying feedback.
  • Achieves individual sales goals and contribute to the success of the branch
  • Clearly listens to the concerns of a member and be able to address their needs, emphasizing the features of products that help solve a member’s concern, problem, or future need.
  • Have effective conversations with members about additional loan protection products.
  • Develops and maintains interpersonal skills to work with a wide variety of people each while building relationships.
  • Displays confidence and strong self-assuredness to ensure success while communicating with members.
  • Use consultative sales techniques to proactively offer products and services that are in the member's best interest to help them achieve financial success.
  • Completes service calls and/or other outbound call efforts.
  • Understands the offerings and provide referrals to business partners, including Elavon, Arizona Group, and Member’s Auto Center.
  • Performs other job-related duties as assigned.
  • High School diploma or general education degree (GED) and one (1) year experience in a financial institution, or six (6) months experience with Arizona Financial.
  • Must register as an MLO.
  • Knowledge of PC software applications in Windows and Word.
  • Ability to type 45 words per minute.
  • Ability to read, write, speak, and use proper grammar in English.
  • Ability to read interpret and analyze written instructions, correspondence, and procedure manuals.
  • Ability to write simple business correspondence.
  • Ability to communicate verbally both in person and on the telephone.
  • Ability to speak effectively to members regarding sensitive inquiries or complaints.
  • Ability to speak effectively presenting information to groups of members.
  • Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations.
  • Ability to calculate rates, ratios, and percentages.
  • Must register as an MLO.
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