Member Service Rep

GoWest Credit Union Association; Chandler (AZ); On-site; USD 22,000 - 30,000; Full time

Job summary

First Credit Union in Chandler, AZ is seeking a friendly and detail-oriented Teller to deliver superb member service and handle routine transactions. The role includes deposits, withdrawals, loan payments, and account maintenance in a branch setting.

Responsibilities include cross-selling services, maintaining regulatory compliance, and supporting other tellers. Some positions may involve Notary services; bilingual abilities are a plus.

Qualifications

• High school diploma or equivalent required.
• One year related experience preferred.
• Multilingual capabilities are a plus.

Responsibilities

• Greet and assist members with courteous service and process transactions.
• Handle deposits, withdrawals, loan payments and account maintenance.
• Open/close accounts, process IRAs and CDs, and prepare receipts.
• Promote and cross-sell credit union products and services.
• Maintain knowledge of policies, BSA/OFAC compliance and notary where applicable.

Skills

Member service

Numeric ability

Attention to detail

Computer proficiency

Communication

Teamwork

Integrity

Stress management

Education

High school diploma or equivalent

Job description

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Greet and welcome members to the credit union in a courteous, friendly, respectful, professional and timely manner, providing prompt, accurate and efficient member transactions.
• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed.
• Cash share drafts/checks and process withdrawals; pay out money after verification of Identification and member balances.
• Receive consumer loan, home loan and other payments, and ensure the payments match balances due and are accurate when posting to the computer. Generate member receipts.
• Post IRA contributions and withdrawals, open and/or close certificates of deposit. Opening IRA accounts, processing transfers and rollovers.
• May serve as Teller. Provide transactional member service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter transactions.
• Place holds on accounts for uncollected funds.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services along with comprehensive knowledge on all related policies, procedures, rules and regulations, including robbery procedures.
• Promote, explain, refer and cross-sell other credit union services such as electronic services, credit and debit cards, accounts and loans.
• Outbound contact with existing members for follow-up, cross sell opportunities, offers and campaigns.
• Opening membership accounts and additional shares. Correct processing of maintenance on existing accounts (name, address, beneficiary and any other ownership changes). Properly close accounts by member request or beneficiary purposes.
• Interview members for loan applications. Accurately collect information in order to process and fund all loan types (secured and unsecured).
• Comply with NMLS registry and training to offer home equity loan products.
• Knowledge to complete account and loan documentation. May include serving as Notary Public.
• Scan daily work, perform such other teller functions that might be needed from time to time, and assist others to complete tasks and work assignments.
• Assist tellers and newer staff members as a resource for member solutions.
• Troubleshoot and resolve member concerns.
• Ensure compliance with all internal controls and established policies and procedures.
• Complete required training curriculum as identified by management and/or Organizational Development.
• Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
• Occasionally, the representative will be asked to work at a different location, if a different branch needs coverage.
• Superb member service orientation.
• Strong numeric ability.
• Accuracy and attention to detail.
• Computer proficiency.
• Stress management/composure.
• Good listening and communication skills.
• Honesty and integrity.
• Teamwork.

Work Environment

This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the office and/or branch setting is required.

Credit Union

First Credit Union

Region

Chandler, AZ

Closing

9/30/2026

Learn More

Job Description

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Greet and welcome members to the credit union in a courteous, friendly, respectful, professional and timely manner, providing prompt, accurate and efficient member transactions.
• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records. Assist with mail or email transactions as needed.
• Cash share drafts/checks and process withdrawals; pay out money after verification of Identification and member balances.
• Receive consumer loan, home loan and other payments, and ensure the payments match balances due and are accurate when posting to the computer. Generate member receipts.
• Post IRA contributions and withdrawals, open and/or close certificates of deposit. Opening IRA accounts, processing transfers and rollovers.
• May serve as Teller. Provide transactional member service, including but not limited to the following: accept and process deposits, withdrawals and payments and handle other over the counter transactions.
• Place holds on accounts for uncollected funds.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services along with comprehensive knowledge on all related policies, procedures, rules and regulations, including robbery procedures.
• Promote, explain, refer and cross-sell other credit union services such as electronic services, credit and debit cards, accounts and loans.
• Outbound contact with existing members for follow-up, cross sell opportunities, offers and campaigns.
• Opening membership accounts and additional shares. Correct processing of maintenance on existing accounts (name, address, beneficiary and any other ownership changes). Properly close accounts by member request or beneficiary purposes.
• Interview members for loan applications. Accurately collect information in order to process and fund all loan types (secured and unsecured).
• Comply with NMLS registry and training to offer home equity loan products.
• Knowledge to complete account and loan documentation. May include serving as Notary Public.
• Scan daily work, perform such other teller functions that might be needed from time to time, and assist others to complete tasks and work assignments.
• Assist tellers and newer staff members as a resource for member solutions.
• Troubleshoot and resolve member concerns.
• Ensure compliance with all internal controls and established policies and procedures.
• Complete required training curriculum as identified by management and/or Organizational Development.
• Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
• Occasionally, the representative will be asked to work at a different location, if a different branch needs coverage.

Competencies

• Superb member service orientation.
• Strong numeric ability.
• Accuracy and attention to detail.
• Computer proficiency.
• Stress management/composure.
• Good listening and communication skills.
• Honesty and integrity.
• Teamwork.

Work Environment

This job operates in a branch or office setting. This role routinely uses standard office equipment such as computers, software, phones, photocopiers, recyclers, ATMs, filing cabinets, multi-function machines and video. Physical presence in the office and/or branch setting is required.

Physical Demands

This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping or standing as necessary.

Position Type/Expected Hours of Work

Ability to work flexible schedule Monday through Friday, 7:45 a.m. to 6:30 p.m.

Travel

Periodic travel to other FCU locations may be required.

Qualifications

Required Education and Experience

• High school diploma or equivalent.
• One year related experience and/or training; or equivalent combination of education and experience.

Preferred Education And Experience

• Previous cash handling experience.
• Previous experience with a credit union highly desirable.

Additional Eligibility Qualifications

• Multi-lingual capabilities to include Spanish are a plus.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.