OneAZ Credit Union

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Member Care Representative I, II or III- DOE (Part-Time)- Phoenix, AZ

at OneAZ Credit Union

Posted: 5/8/2020
Job Status: Part Time
Job Reference #: 769
Categories: Sales, Customer Service
Keywords: customer

Job Description

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.

***This position will have the hours of 8:00 AM - 6:00 PM Monday and Friday with up to two additional hours per-day on Tuesday, Wednesday and Thursday. Please note that this schedule may change based on business needs.***

***** Spanish-speaking applicants who have call center and/or financial center experience are encouraged to apply. *****

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).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

Summary

Receives members’ calls, determines the nature of business, provides member with information, and/or directs member to appropriate person or department by performing the following duties:

Essential Duties and Responsibilities:

  • Provides members with account balance, activity, and history upon members' request.

  • Performs transactions, check withdrawals, transfers, and account maintenance.

  • Assists with dividend verification, common inquiries, NSF checks, and statement copies.

  • Performs loan payments, term calculations, and loan payoff information.

  • Informs members of savings, checking, money market, share certificates, IRA, and club account features and benefits.

  • Provides documents as requested by members

  • Performs required research to resolve escalated issues.

  • Assists members with explanations of transactions on accounts.

  • Setup access to online banking and telephone banking

  • Maintains knowledge of Credit Union’s field of membership.

  • Assists members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and Courtesy Pay.

  • Coordinates with branches to schedule member appointments.

  • Explains, promotes and informs members of various credit union products and services.

  • Answer questions related to our debit and credit card products

  • Attends assigned team meetings and/or training sessions as needed.

  • Conduct on-the-job training for new Member Care Associates as part of Member Care Center Mentor Program

  • Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations.

  • Other duties as assigned

Education and/or Experience

High School diploma or GED; one year experience in customer service, call center, financial institution Prior experience with credit union in call center or as teller/FSR preferred.

2355 W. Pinnacle Peak Rd., Phoenix, AZ 85027 USA

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!