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Customer Service Representative

OneAZ Credit Union

Phoenix (AZ)

On-site

Full time

3 days ago

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Job summary

Join a leading credit union as a Customer Service Representative and make a tangible impact in the lives of members. In this role, you will manage member interactions through phone and various services, requiring strong communication and multitasking skills. We're looking for compassionate individuals who strive for excellence and want to grow in a supportive environment.

Benefits

Generous paid time off including holidays and sick leave

Low-cost Medical, Dental & Vision plans

Paid childcare assistance

401K with employer contributions

Tuition Reimbursement

Student loan repayment assistance

Qualifications

Bilingual (Spanish/English) preferred.
1 year customer service or call center experience.
Experience in financial institutions is a plus.

Responsibilities

Provide members with account balance, transactions, and information.
Perform loan payments and assist with various inquiries.
Educate members on credit union products and services.

Skills

Bilingual (Spanish/English)

Verbal communication

Written communication

Customer service

Multitasking

Education

High school diploma or General Educational Development (GED)

Join to apply for the Customer Service Representative role at OneAZ Credit Union

3 days ago Be among the first 25 applicants

Join to apply for the Customer Service Representative role at OneAZ Credit Union

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

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.

*** Please be advised that this is NOT a remote position . The person who fills this role will work in-office . ***

Hours: Scheduled hours will be sometime between 8:00 AM - 6:00 PM Monday through Friday and will be determined based on business needs.

Not sure if you meet every requirement? That’s okay. We believe great talent comes from all backgrounds and experiences. At OneAZ, we value potential, passion, and purpose. If you’re excited about this opportunity and believe in our mission, we encourage you to join our Talent Community

Compensation & Benefits

Generous paid time off: paid 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 starting at $19hr (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:

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.

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Other
Industries
Banking

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