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OneAZ Credit Union

Member-owned financial services and loans

Member Care Representative

Customer SupportConfirmed live in the last 24 hours
Full-timePhoenix, AZ, USA$17 - $23 /hr

About the Job

Requirements

  • A high school diploma or General Educational Development (GED) is required.
  • One year of customer service or call center experience is required.
  • Strong verbal and written communication skills are required.
  • Candidates must authorize a credit and criminal background check.
  • The role requires compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act, Anti-Money Laundering compliance, the USA Patriot Act, and the Office of Foreign Assets Control.

Responsibilities

  • Receive members’ calls, determine the nature of their business, provide information, and direct members to the appropriate person or department.
  • Provide account balances, activity, and history upon members’ request.
  • Perform transactions, check withdrawals, transfers, and account maintenance.
  • Assist with dividend verification, common inquiries, non-sufficient funds checks, and statement copies.
  • Perform loan payments, term calculations, and provide loan payoff information.
  • Inform members about savings, checking, money market, share certificates, individual retirement account, and club account features and benefits.
  • Provide documents as requested by members.
  • Research and resolve escalated issues.
  • Assist members with explanations of account transactions.
  • Set up member access to online banking and telephone banking.
  • Maintain knowledge of the Credit Union’s field of membership.
  • Assist members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and courtesy pay.
  • Coordinate with branches to schedule member appointments.
  • Explain, promote, and inform members about Credit Union products and services.
  • Attend assigned team meetings and training sessions.
  • Comply with applicable policies and standards and perform additional duties or responsibilities as assigned.

Desired Qualifications

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

About the Company

OneAZ Credit Union

Member-owned financial services and loans

OneAZ Credit Union is a member-owned financial institution that serves Arizona with checking and savings accounts, loans, and other financial services through its 20 branches and online channels. It works by pooling members’ deposits to fund loans and provide digital banking, ATMs, and customer services, offering competitive rates and tailored financial products to individuals and small businesses. What sets OneAZ apart from many competitors is its status as a large, nonprofit credit union with a strong community focus, backed by recognition from Forbes, Newsweek, and Healthiest Employers for its workplace and service quality. Its goal is to inspire dreams and drive prosperity and community growth by delivering affordable financial solutions and accessible banking to its members.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Phoenix, AZ
Founded
1951

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