Personal Banker

OneAZ Credit Union; Prescott Valley (AZ); On-site; USD 57,308,000 - 71,635,000; Full time

Benefits offered by this job

Generous paid time off

Paid holidays

Floating holidays

Personal days

Vacation days

Sick time

Job summary

OneAZ Credit Union is hiring a Personal Banker for our Prescott Valley branch to deliver trusted financial guidance and help members manage their money across in-branch, online, and mobile channels.

You will open accounts, learn member needs, and promote OneAZ products while building lasting relationships in the community. A customer-service mindset and cash-handling experience are valued. 

Qualifications

• High School Diploma or GED required.
• 1–3 years' related experience in customer service or sales.
• 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.

Responsibilities

• Develop knowledge of branch goals, products, and campaigns.
• Open accounts, learn members' financial needs, and identify OneAZ products and solutions.
• Onboard new members by opening accounts and facilitating loans.
• Build relationships and OneAZ's brand in the community through events.
• Analyze member financial information and profiles.
• Assist with loan applications and closings with underwriting.
• Support members' banking via internet, mobile, branch, and ATM channels.
• Expand the customer base by networking with existing and prospective members.
• Perform teller transactions as needed.

Skills

Customer service

Sales

Cash handling

Relationship-building

Written communication

Verbal 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 Prescott Valley Branch: 7111 Pav Way, Prescott Valley, AZ 86314

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.

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