Member Solutions Specialist I

Vantage West Credit Union; Tucson (AZ); On-site; USD 54,443,000 - 65,075,000; Full time

Benefits offered by this job

Health coverage

Paid time off & holidays

Retirement savings 401k

Tuition reimbursement

Professional development programs

Job summary

Vantage West Credit Union in Tucson, AZ is seeking a Member Service/Contact Center specialist to assist Members with routine inquiries and transactions. The role focuses on delivering exceptional service, cross-selling related products, and maintaining knowledge of credit union offerings.

The position offers a consistent Monday–Friday schedule (8am–5pm) in a high-volume environment, with a potential language stipend and a path for growth within the credit union.

Qualifications

• High School diploma or equivalent is required.
• Three (3) years of customer service/sales experience, including (1) year banking or contact center experience.
• Availability: Monday - Friday 8am-5pm.
• Spanish speaking skills are a plus but not required.

Responsibilities

• Responds via phone, email, or secure message to routine Member inquiries (accounts, transfers, loan payments, etc.).
• Executes transactions with security, accuracy, and attention to detail.
• Partners with external departments to resolve inquiries promptly.
• Builds and maintains relationships with Members to ensure positive experiences.
• Acts as voice of the Member and suggests process improvements.
• Determines Member financial needs and recommends products/services; creates cross-sell opportunities.
• Stays informed about available resources to answer questions and resolve issues.
• Maintains up-to-date knowledge on credit union products, services, policies, and regulations.
• Performs other duties as assigned.

Skills

Customer service

Active listening

Multitasking

Communication

Banking knowledge

Teamwork

Problem solving

Sales

Education

High School diploma or equivalent

Job description

GENERAL SUMMARY:

Works with prospective and existing Members in a high-volume contact center environment to provide assistance to routine inquiries. Works inbound calls leveraging multiple systems and applications. Exceptional Member experience is expected and achieved by skillfully aligning product and service solutions that result in loan sales, deposit growth, and Member engagement. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on Member needs.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

Salary range is $19.00 - $22.72/hr. Job Grade, NE 8. Final salary is dependent on a candidate's experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent
• Three (3) years of customer service/sales experience.
  • To include (1) one year of banking or contact center experience
• Availability: Monday - Friday 8am-5pm
• Spanish speaking skills are a plus but not required

Minimum Knowledge & Skill Requirements:

• Ability to work independently and in a team environment
• Active listening, organization, and time management skills to accurately and effectively service Members
• Ability to communicate clearly and effectively
• Must be customer service oriented with the ability to identify and meet Member needs
• Ability to multitask in a fast-paced and changing environment
• Skilled in navigating multiple screens and applications and adapting to new technologies
• Ability to exercise initiative and use good judgement
• Knowledge of credit union products and services
• Knowledge of credit union policies and procedures and state and federal regulations

COMPETENCIES:

• Composure
• Customer Focus
• Conflict Management
• Approachability
• Learning on the Fly
• Functional/Technical Skills

WORKING CONDITIONS/ENVIRONMENT:

Job requires sitting for extended periods of time. No heavy lifting required.

OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to work a flexible schedule Monday through Saturday as needed.

MAJOR ACCOUNTABILITIES AND TASKS:

1. Responds via phone, email, or secure message to routine Member inquiries regarding account(s). This includes, but not limited to account inquiries (Consumer, Business, Trusts, etc.), transfers, loan payments, loan applications, plastic card issues, online banking technical support, overdrafts, fee reversals, research, etc., while navigating through various systems.

2. Approaches Member requests with a professional, positive attitude and executes transactions with high-level of security, accuracy, and attention to detail.

3. Partners with external departments as a Member advocate to ensure inquiries are resolved in a timely manner.

4. Builds, develops, and maintains relationships with Members to ensure a positive Member experience.

5. Acts as the voice of the Member and recommends process improvements.

6. Determines Member's financial needs and recommends appropriate products and services. Creates cross-selling opportunities to meet department and individual sales goals, while promoting teamwork.

7. Remains familiar with available resources to respond to Members' requests, questions, and issues.

8. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules, and regulations.

9. Performs other duties as assigned.

About Us:

At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive.

Benefits And Perks:

* Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services).

* Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave.

* Retirement Savings - Generous 401k Plan.

* Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate.

* Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree.

Equal Opportunity Employer Veterans Disabled

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.