Member Service & Sales Specialist – Financial Wellness

Mountain America Credit Union

Phoenix (AZ)

On-site

USD 25,000 - 34,000

Full time

9 days ago
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Benefits offered by this job

Medical and dental benefits
Paid time off
Matching 401K
Tuition assistance
Professional development

Job summary

Mountain America Credit Union in Phoenix, AZ is hiring for a full-time member services role. You will help members with accounts, transfers, and product guidance, while delivering excellent service and cross-selling suitable MACU products.

The position offers a Monday–Friday schedule with occasional Saturdays, competitive starting pay and benefits, plus location and bilingual allowances for Spanish-speaking members.

Qualifications

  • At least six months of customer service experience.
  • High school diploma or equivalent.
  • A valid driver’s license is required.

Responsibilities

  • Provide exceptional member service by assessing needs and assisting with accounts and products.
  • Educate members on options and cross-sell MACU products as appropriate.
  • Meet sales and service goals and handle transactions accurately.
  • Respond to member inquiries via email/phone and ensure timely follow-up.
  • Assist in branch operations including cash drawer, transfers, and card creation.

Skills

Customer service
Communication
Sales and service
Cross-selling

Education

High school diploma or equivalent

Tools

Microsoft Office
Outlook

Job description

Mountain America Credit Union in Phoenix, AZ is hiring for a full-time member services role. You will help members with accounts, transfers, and product guidance, while delivering excellent service and cross-selling suitable MACU products.

The position offers a Monday–Friday schedule with occasional Saturdays, competitive starting pay and benefits, plus location and bilingual allowances for Spanish-speaking members.

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