Job Description

*** Sign-On Bonus: $150 ***

(The hours for this position will be between 10:00 AM - 3:00 PM OR 8:00 AM - 12:00 PM)

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:


· 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.

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

· Other duties as assigned

Education and/or Experience

High School diploma or GED; six months experience in customer service, call center, financial institution.

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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