OneAZ Credit Union
Banking
MemberCareRepresentative
“Member Care Representative at OneAZ Credit Union. Skills: Customer service, Call center, Financial services. Utilize positive communication. Utilize professional communication”
Industry & Context.
Resolve escalated issues
Credit and criminal background check, NMLS registration
What They're Looking For.
Must Have
High school diploma or GED, 1 year customer service experience, 1 year call center experience
Nice to Have
Bilingual (Spanish/English), Financial institution experience, Credit union call center experience, Teller experience
What You'll Do.
Utilize positive communication
Utilize professional communication
Determine nature of business
Direct members to appropriate person
Direct members to appropriate department
Provide account balance
Provide account activity
Provide account history
Perform check withdrawals
Perform account maintenance
Assist with dividend verification
Assist with common inquiries
Assist with NSF checks
Assist with statement copies
Perform loan payments
Perform term calculations
Provide loan payoff information
Inform members of account features
Inform members of account benefits
Provide requested documents
Resolve escalated issues
Assist with transaction explanations
Set up member online banking access
Set up member telephone banking access
Maintain knowledge of field of membership
Assist with deposit account rates
Assist with stop payment orders
Assist with check copies
Assist with overdraft line of credit advances
Assist with courtesy pay
Coordinate with branches
Schedule member appointments
Explain Credit Union products
Promote Credit Union products
Inform members of Credit Union products
Explain Credit Union services
Promote Credit Union services
Inform members of Credit Union services
Attend training sessions
How You'll Work.
Team & Collaboration
Coordinate with branches
Communication Scope
Verbal communication; Written communication
Applying for this Member Care Representative role?
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- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
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ANONYMOUS · UNFILTERED
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