Job Description

Member Care Representative (I, II, or III- DOE)

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!

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