Community-Oriented Personal Banker & Relationship Builder

OneAZ Credit Union; Phoenix (AZ); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Generous paid time off

Low-cost Medical, Dental & Vision

Paid childcare assistance

Award-winning 401K

Gym fee reimbursement

Tuition Reimbursement

Student loan repayment

Job summary

OneAZ Credit Union is hiring at our Monroe Branch in Phoenix, AZ. This role focuses on serving members, opening accounts, processing loans, and expanding OneAZ's presence in the community.

You will build relationships, advise on financial products, and support members across in-branch, online, and mobile channels while upholding exceptional service standards.

Eligible candidates bring 1–3 years of customer-facing experience and strong communication skills, with a passion for people and growth.

Qualifications

• High School Diploma or GED required.
• 1–3 years' related experience in a customer service, sales, or client-facing role.
• 1 year of cash handling preferred, ideally at a financial institution.
• Strong relationship-building and client-focused sales skills.
• Excellent verbal, phone, email, internet, and writing skills.
• A passion for people, innovation, and growth.

Responsibilities

• Develop in-depth knowledge of OneAZ's goals, branch operations, products, and campaigns.
• Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
• Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
• Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
• Analyze member financial information, such as financial profile.
• Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
• Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
• Expand customer base by networking with existing and prospective new members.
• Conduct teller activity and transactions, according to branch business needs.

Skills

Customer service

Sales skills

Cash handling

Relationship-building

Verbal and written communication

Education

High School Diploma or GED

Job description

OneAZ Credit Union is hiring at our Monroe Branch in Phoenix, AZ. This role focuses on serving members, opening accounts, processing loans, and expanding OneAZ's presence in the community.

You will build relationships, advise on financial products, and support members across in-branch, online, and mobile channels while upholding exceptional service standards.

Eligible candidates bring 1–3 years of customer-facing experience and strong communication skills, with a passion for people and growth.