Current jobs related to Member Service Consultant - Phoenix - Credit Union West

  • Retirement Services Consultant

    2 weeks ago

    Phoenix, Arizona, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans and Ascensus...

  • Automotive Service Consultant

    2 days ago

    Phoenix, Arizona, United States Half Price Auto Repair Full time

    Job OverviewHalf Price Auto Repair & Performance is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our service department.Key ResponsibilitiesCustomer InteractionProvide warm and welcoming service to customers, assessing...

  • Retirement Services Consultant

    14 hours ago

    Phoenix, Arizona, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled and experienced Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans...

  • Retirement Services Consultant

    3 weeks ago

    Phoenix, Arizona, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Retirement Services Consultant at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of...

  • Retirement Service Consultant

    2 months ago

    Phoenix, United States Ascensus Full time

    ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our...

  • Service Consultant

    2 days ago

    Phoenix, Arizona, United States Coulter Cadillac Buick GMC - Phoenix Full time

    Job Opportunity at Coulter Cadillac Buick GMC - PhoenixWe are seeking a highly motivated and customer-focused Service Advisor to join our team at Coulter Cadillac Buick GMC - Phoenix. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Provide exceptional customer service...

  • RV Service Consultant

    1 month ago

    Phoenix, Arizona, United States Little Dealer Little Prices Full time

    Position OverviewJoin a Leading RV Dealership:As an RV Service Consultant at one of Arizona's premier RV dealerships, you will have the opportunity to advance your career in a thriving environment. Our dealership is recognized for its commitment to customer satisfaction and quality service.Your Role:In this position, you will coordinate the service and...

  • Retirement Service Consultant

    2 months ago

    Phoenix, United States Ascensus Full time

    ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)Position Purpose:           This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal...

  • Client Services Consultant

    3 weeks ago

    Phoenix, Arizona, United States Dragonfly Health Full time

    About the RoleWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Dragonfly Health. As a Client Services Consultant, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth and improvement, and providing exceptional customer service.Key...

  • Automotive Service Consultant

    4 weeks ago

    Phoenix, Arizona, United States AAA Northern California, Nevada & Utah Full time

    JOB DESCRIPTION At AAA Northern California, Nevada & Utah, we embrace our vision, mission, values, and supporting pillars as the cornerstone of our operations. Our commitment is to reshape AAA for the future, aiming to foster lifelong Members by harnessing the innovative potential of our Team Members. Why Join Us? Competitive Compensation: Participate in...

  • Energy Innovation Consultant

    3 days ago

    Phoenix, Arizona, United States Arizona Public Service Company Full time

    Job Title: Energy Innovation ConsultantArizona Public Service Company is seeking a highly skilled Energy Innovation Consultant to join our team. As a key member of our Customer to Grid Solutions team, you will play a critical role in developing and managing the lifecycle of contracts for energy innovation and technology initiatives and projects with both...

  • Retirement Services Consultant

    7 days ago

    Phoenix, Arizona, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans and Ascensus...

  • Retirement Services Consultant

    2 weeks ago

    Phoenix, Arizona, United States Ascensus Full time

    Job SummaryWe are seeking a highly skilled and experienced Retirement Services Consultant to join our team at Ascensus. As a key member of our client service team, you will be responsible for providing exceptional service to our partners, intermediaries, and plan sponsors.Key ResponsibilitiesDevelop and maintain a detailed understanding of retirement plans...

  • Financial Services Consultant

    2 days ago

    Phoenix, Arizona, United States Simplicity Group Holdings Full time

    Job Title: Advisor Development ConsultantJob Summary: We are seeking a highly motivated and experienced Advisor Development Consultant to join our team at Simplicity Group Holdings. As an ADC, you will be responsible for providing marketing, financial planning solutions, and fixed annuity knowledge to independent agents/agencies to establish and retain new...

  • RV Service Consultant

    4 weeks ago

    Phoenix, Arizona, United States Little Dealer Little Prices Full time

    Position OverviewJoin a Leading RV DealershipBecome a part of Arizona's premier RV dealership as an RV Service Consultant. This role is essential in ensuring our customers receive exceptional service and support for their recreational vehicles.Your RoleAs a Service Consultant, you will be the key point of contact for our customers, assisting them with their...

  • Psychiatrist for Consultation Liaison Services

    4 weeks ago

    Phoenix, Arizona, United States Dignity Health Full time

    Position Overview: Consultation Liaison PsychiatryOrganization: Dignity Health Medical GroupLocation: Phoenix, ArizonaDignity Health Medical Group - Arizona is seeking a qualified Consultation-Liaison Psychiatrist to enhance our clinical team.This role involves delivering psychiatric services in a hospital setting, working closely with a diverse range of...

  • Psychiatrist for Consultation Liaison Services

    1 month ago

    Phoenix, Arizona, United States Dignity Health Full time

    Position Overview: Consultation Liaison PsychiatryOrganization: Dignity Health Medical GroupLocation: Phoenix, ArizonaDignity Health Medical Group - Arizona is actively seeking a qualified Consultation-Liaison Psychiatrist to enhance our clinical team.This role involves delivering psychiatric care at a prominent medical facility, focusing on a varied patient...

  • Psychiatrist for Consultation Liaison Services

    4 weeks ago

    Phoenix, Arizona, United States Dignity Health Full time

    Position Overview: Consultation Liaison PsychiatryOrganization: Dignity Health Medical GroupLocation: Phoenix, ArizonaDignity Health Medical Group - Arizona is actively seeking a qualified Consultation-Liaison Psychiatrist to enhance our psychiatric services.This role involves delivering psychiatric care within a collaborative environment, working closely...

  • NetSuite Professional Services Consultant

    2 days ago

    Phoenix, Arizona, United States Oracle Full time

    Job DescriptionOracle is seeking a highly skilled NetSuite Professional Services Consultant to join our team. As a key member of our Customer Success (CS) Presales team, you will play a critical role in assisting the Direct Sales Organization to increase Annual Recurring Revenue (ARR) while setting the groundwork for successful implementation projects.Key...

  • Senior Construction Inspector

    3 weeks ago

    Phoenix, Arizona, United States Consultant Engineering, Inc Full time

    Job SummaryConsultant Engineering, Inc. (CEI) is a professional engineering firm headquartered in Phoenix, Arizona, with additional offices in Tucson and Gilbert, Arizona. As one of the Southwest's largest construction management firms, we provide professional right of way (appraisals, acquisition and relocation services) and land surveying services. CEI...

Member Service Consultant

3 months ago

Phoenix, United States Credit Union West Full time

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 11th year in a row (2013-2023) This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:

  • Full-time employees receive 100% paid health, dental & vision insurance
  • Earn incentives up to 15%, depending on position
  • 401K plan with employer matching funds up to 5%
  • Profit Sharing
  • Tuition reimbursement
  • Gym membership reimbursement
  • Paid time off for holidays, vacation, and sick days
  • Diverse and inclusive workplace
  • Credit Union West membership and discounts


Be part of our award-winning team

Position Summary

Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding.

Essential Functions & Additional Responsibilities

30% - Teller Activities – Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities.

30% - New Account and Member Maintenance – Opens, maintains and closes a wide variety of membership accounts including but not limited to: savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance.

20% - Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.

15% - Digital Member Support – Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up. Encourages members to adopt digital services.

5% - Performs other duties as assigned.

Education:

A high school diploma or G.E.D.

Experience:

A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. Bilingual preferred.

Skills & Competencies
• Live the mission, vision, and core values of the credit union.
• Thorough knowledge and understanding of organization's Employee Handbook.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Last Updated: 01/22/2024