Personal Banker

OneAZ Credit Union; Phoenix (AZ); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Generous paid time off

Job summary

OneAZ Credit Union is seeking a Personal Banker at the Monroe Branch in Phoenix to open accounts, assess members' financial needs, and provide trusted advice. You’ll support onboarding, loan facilitation, and follow-up outreach to grow relationships and promote OneAZ products.

You’ll build rapport with members, assist with teller activity, and expand the member base through community involvement and cross-selling, while delivering exceptional service.

Qualifications

• High School Diploma or GED required.
• 1-3 years in customer service, sales, or client-facing role.
• Cash handling experience preferred, ideally in a financial institution.
• Strong relationship-building and client-focused sales skills.
• Excellent verbal, phone, email, internet, and writing skills.

Responsibilities

• Open accounts and identify member financial needs.
• Onboard new members by opening accounts and facilitating loans.
• Follow up with client-focused outreach to build relationships.
• Represent OneAZ at community events to promote the brand.

Skills

Customer service

Sales

Cash handling

Relationship-building

Communication

Education

High School Diploma or GED

Job description

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

You’reimpactful, compassionate, and fearless,ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you,let’sbuild something great together.

What You’ll Do

This position will be located at our Monroe Branch: 1812 W Monroe St, Phoenix, AZ 85007

OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood.

• Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
• Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
• Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
• Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
• Analyze member financial information, such as financial profile.
• Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
• Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
• Expand customer base by networking with existing and prospective new members.
• Conduct teller activity and transactions, according to branch business needs.

What You Bring

• High School Diploma or General Educational Development (GED) required.
• One to three years' related experience in a customer service, sales, or client-facing role.
• One year of cash handling preferred, ideally at a financial institution.
• Strong relationship-building and client-focused sales skills.
• Excellent verbal, phone, email, internet, and writing skills.
• A passion for people, innovation, and growth.
• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
• Target hiring range $20/hr - $25/hr (Depending on experience and prior to any incentives this position is eligible for)

Why Join OneAZ?

At OneAZ,we’renot just a credit union;we’rea financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bankfor new pioneers.

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.

Additional Notes

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in OneAZ Credit Union’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.