Branch Member Experience Rep

Join Us in Making an Impact ✨ 

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! 

Who You Are  

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. 

What You’ll Do  

This position will be located at our Prescott Valley Branch: 7111 Pav Way, Prescott Valley, AZ 86314

This position will be a front-line branch representative who will handle resolving product or service-related problems by clarifying member's issue; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment and following up to ensure resolution. In addition, this position will act as branch lobby manager, thus answering members questions and providing information on all our available products and services.   This position will be an independent thinker with strong decision-making skills and will excel in covering a broad range of activities including phone support, new account opening, and serving members through multiple branch and virtual channels.

• Eagerly engages with members welcoming them into the credit union and offers assistance.
• 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.
• 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.
• Assists members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and Courtesy Pay.
• Manages Time Trade appointment process.

What You Bring 

• High School Diploma General Educational Development (GED) Required
• 1 to 3 years of similar or related experience within a financial institution and/or training.
• Previous teller experience preferred.
• Excellent verbal, written, mathematical, referral, problem-solving, negotiation, relationship building and communication skills.
• Strong knowledge of Credit Union products and services
• Ability to listen and uncover member needs.
• Solid technical skills (Word, Excel, and other job-related programs)

Compensation & Benefits  

Why Join OneAZ? 

At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers. 

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible. 

Additional Notes:  

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. 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. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.