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Customer Service Specialist

2 months ago

Sedona, Arizona, United States OneAZ Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at OneAZ Credit Union. As a Financial Services Representative, you will be responsible for building relationships with members, providing trusted advice, and helping them achieve their financial goals.

Key Responsibilities
  • Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns.
  • Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions.
  • Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.
  • Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities.
  • Analyze member financial information, such as financial profiles.
  • Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members.
  • Support members' banking efficiently through internet, mobile app, branch, and ATM channels.
  • Expand customer base by networking with existing and prospective new members.
  • Conduct teller activity and transactions, according to branch business needs.
Requirements
  • High School Diploma or General Educational Development (GED) required.
  • One to three years' related experience in a customer service, sales, or client-facing role.
  • One year of cash handling preferred, ideally at a financial institution.
What We Offer
  • Competitive hourly rate: $17-$23 per hour (depending on experience).
  • Low-cost medical, dental, and vision plans.
  • Gym reimbursement.
  • Paid parental leave.
  • Generous personal days and vacation time.
  • Award-winning 401(k) program.