Member Care Representative (I, II, or III- DOE)
*** Sign-On Bonus: $400 ***
*** 6-Month Retention Bonus: $600 ***
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.
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