Member Care Representative

OneAZ Credit Union

Posted 3 months ago

Full Time

Phoenix, Arizona

In Person

Smart Summary

Responsibilities

The Member Care Representative handles incoming member calls to provide account information, perform transactions, and resolve escalated issues. They also promote credit union products and services while ensuring compliance with financial regulations.

Qualifications

OneAZ Credit Union is looking for a Member Care Representative with excellent communication and multitasking skills. The position requires a high school diploma or GED, one year of customer service or call center experience, and the ability to assist members with various account-related inquiries and transactions. Bilingual (Spanish/English) skills are preferred.

Job Description

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. 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.

OneAZ Credit Union

OneAZ Credit Union is a financial trailblazer in Arizona with over 200,000 members, 20 branches, and $3.4 billion in assets. Serving Arizona for nearly 74 years, OneAZ is committed to inspiring dreams and driving prosperity and community growth through innovative solutions. Boasting some of Arizona’s most competitive rates, OneAZ has been recognized as one of the best financial institutions in the state by Forbes and Newsweek, named among the state’s Most Admired Companies, and honored as the nation’s #1 Healthiest Workplace by Healthiest Employers. Headquartered in Phoenix and founded in 1951, OneAZ is one of Arizona’s largest credit unions. Unlock your potential at OneAZcu.com. Insured by NCUA.
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