Member Care Representative (Part-Time)

OneAZ Credit Union; Phoenix (AZ); On-site; USD 23,419 - 31,684; Full time

Benefits offered by this job

Generous paid time off

Training and professional development opportunities

Job summary

OneAZ Credit Union in Phoenix, AZ is looking for a Member Service Representative to provide exceptional service to members. This role involves assisting with various account-related inquiries, processing transactions, and promoting financial products.

The ideal candidate will have a high school diploma and at least one year of customer service experience, preferably in a financial institution. Generous paid time off is offered, along with opportunities for growth within a collaborative team.

Qualifications

• 1 year of customer service or call-center experience is preferred.
• Experience in a financial institution/credit union call-center or teller/banker experience is a plus.
• Ability to explain and promote Credit Union products and services.

Responsibilities

• Utilize positive communication and multitasking skills to assist members.
• Perform transactions such as check withdrawals, transfers, and account maintenance.
• Provide account balance and history information to members upon request.
• Inform members about various account features and benefits.
• Assist with online and telephone banking setups.

Skills

Positive communication

Multitasking

Customer service experience

Knowledge of financial products

Education

High school diploma or GED

Job description

Location

2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 (In‑office only)

What You’ll Do

• Utilize positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and directing members to the appropriate person or department.
• Provide members with account balance, activity, and history upon request.
• Perform transactions, check withdrawals, transfers, and account maintenance.
• Assist with dividend verification, common inquiries, non‑sufficient funds (NSF) checks, and statement copies.
• Perform loan payments, term calculations, and loan payoff information.
• Inform members of savings, checking, money market, share certificates, IRA, and club account features and benefits.
• Provide documents as requested by members.
• Perform research to resolve escalated issues.
• Assist members with explanations of transactions on accounts.
• 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 of Credit Union products and services.
• Attend assigned team meetings and/or training sessions.

What You Bring

• High school diploma or General Educational Development (GED).
• 1 year of customer service or call‑center experience.
• Experience in a financial institution/credit union call‑center environment, or teller/banker experience preferred.
• A passion for people, innovation, and growth.
• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, and sick time.
• Target hiring range $17.00 / hr – $23.00 / hr, depending on experience and prior to any incentives.

Benefits

Generous paid time off and opportunities for training and professional development within a collaborative team environment.

Equal Employment Opportunity

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. We do not discriminate on the basis of any protected group status under any applicable law.