Member Service Specialist

Credit Union West; Glendale (AZ); Presencial; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Incentives up to 15%

401K plan with employer matching funds

Profit Sharing

Gym membership reimbursement

Paid time off for holidays, vacation,

Credit Union West membership and disc

Descripción de la vacante

Credit Union West is seeking a proactive Member Service Specialist at the Westgate Branch in Glendale, AZ. You will assist members with accounts, loans, and digital banking while delivering a premier service experience.

In this frontline role, you'll build relationships, meet sales objectives, and promote our digital channels. The position requires 13 years of lending experience, a high school diploma, and NMLS certification, with opportunities for advancement and benefits.

Formación

• High school diploma or GED required.
• 13 years lending experience in a financial institution required.
• Ability to work Monday0 Saturday 8am to 6pm; NMLS required.

Responsabilidades

• Assist members with accounts, loans, and online banking.
• Process consumer loan applications and funding.
• Open/maintain accounts including business accounts and specialty services.
• Provide excellent service and promote digital banking.

Conocimientos

Customer service

Communication skills

Sales ability

Time management

Digital banking knowledge

Bilingual (preferably)

Educación

High school diploma or G.E.D.

Herramientas

Microsoft Office

SharePoint

Teams

Zoom

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Specialist

Westgate Branch Full Time Clerical Westgate Branch, Glendale, AZ, US

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 14th year in a row (2013-2026)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:

• Earn incentives up to 15%, depending on position
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award-winning team!

POSITION SUMMARY

Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, opening of consumer and business new accounts, account maintenance and consumer personal and real estate loan applications and funding.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services.
• Teller and Branch Support – Efficiently and accurately processes transactions in a friendly manner. Maintains proper security controls and uses sound judgment to place check holds. Follows member identification procedures and asks questions to mitigate fraud. Uses good judgment to provide overrides within permission authority. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Acts as a support resource for other team members. Completes assigned auditing, ordering and vault related responsibilities.
• Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS

• EDUCATION: A high school diploma or G.E.D.
• EXPERIENCE: A minimum of 1-3 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.

SKILLS & COMPETENCIES

• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.