Member Experience & Financial Wellness Advisor

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

Benefits offered by this job

Generous PTO

Job summary

OneAZ Credit Union's Monroe Branch in Phoenix, AZ is seeking a Personal Banker to help members open accounts, discuss loans, and find the best financial solutions. You will build relationships, learn OneAZ products, and provide trusted, personalized advice across in-branch, online, and mobile channels.

This role emphasizes service, outreach, and community engagement within a collaborative team that values integrity and member well‑being. Competitive pay and strong PTO offered.

Qualifications

• One to three years' related experience in a customer service, sales, or client-facing role.
• Strong relationship-building and client-focused sales skills.
• Excellent verbal, phone, email, internet, and writing skills.

Responsibilities

• Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing 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 experience

Communication

Education

High School Diploma or GED

Job description

OneAZ Credit Union's Monroe Branch in Phoenix, AZ is seeking a Personal Banker to help members open accounts, discuss loans, and find the best financial solutions. You will build relationships, learn OneAZ products, and provide trusted, personalized advice across in-branch, online, and mobile channels.

This role emphasizes service, outreach, and community engagement within a collaborative team that values integrity and member well‑being. Competitive pay and strong PTO offered.