Member Services Banker: People-First Banking

SunWest Federal Credit Union; Arizona; On-site; USD 25,000 - 30,000; Full time

Job summary

SunWest Federal Credit Union is seeking a member service oriented professional to identify member needs and educate on products and services that fit. You will provide exceptional service to both members and staff, handle routine transactions, and maintain compliance with regulations.

The role emphasizes cross-selling, accurate account handling, and timely problem resolution, with growth opportunities within a community-focused credit union environment.

Qualifications

• High School graduate or equivalent with formal/on-the-job training.
• 1–3 years related banking experience required.
• Driver’s license required.
• Understanding of Credit Union services and products and philosophy.
• Excellent computer efficiency (MS Office/Word/Excel and Outlook).
• Ability to operate PC and other computer systems and software, including office equipment.

Responsibilities

• Provide routine information regarding Credit Union services, products and promotions; cross sell additional products/services appropriate to the member.
• Maintain thorough knowledge of applicable regulations and Credit Union products, policies and procedures.
• Maintain thorough knowledge of and perform routine transactions including new accounts, share draft accounts, CDs, ATM and Debit cards.
• Ensure all functions are in accordance with policies and standards.
• Respond to members’ requests, problems, and complaints and direct to the proper person for information and assistance.
• Assist members in balancing accounts, payroll deductions, direct deposits, payroll distribution and researching account problems.
• Uphold compliance with federal regulations (e.g., BSA) and complete annual BSA training.

Skills

Customer service

Cross-selling

Communication

Computer skills

Attention to detail

Education

High School graduate

Banking experience

Tools

MS Office

Word

Excel

Outlook

Job description

SunWest Federal Credit Union is seeking a member service oriented professional to identify member needs and educate on products and services that fit. You will provide exceptional service to both members and staff, handle routine transactions, and maintain compliance with regulations.

The role emphasizes cross-selling, accurate account handling, and timely problem resolution, with growth opportunities within a community-focused credit union environment.