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 Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 *** Please be advised that this is NOT a remote position. The person who fills this role will work in-office. *** This position will work in a call center environment dedicated to meeting our members' loan origination and deposit account needs.

This position will respond to incoming calls, chats, online applications, or applications from our branches from members who are interested in applying for consumer loans, which includes but not limited to lines of credit, vehicle loans, credit card products, equity mortgage loans and deposit accounts (checking savings). The position will also be responsible for making daily outbound leads calls to bring in new members and cross-sell additional products and services. This position will develop a pipeline of consumer loans and deposit accounts that they will manage through funding.

Individuals in this role will partner closely with other Member Care associates, Mortgage Loan Originators and back-office support staff. Essential Functions Process new members and deposit account applications from members/prospective members that have applied via the web or phone channel. Gather the necessary information to complete deposit account applications to funding.

Respond to new member lead requests, document activities in MXP, follow up with new member inquiries. Communicate with prospective members about our products, the value of membership and services with accuracy and timeliness. Maintain knowledge of the Credit Union’s membership eligibility.

Ability to communicate effectively to members, vendors, and internal associates regarding sensitive inquiries, requests and complaints by email or phone. Conduct onboarding dialogue for new members, including outbound contact Lending Support. Process consumer loan applications from members/prospective members that have applied via the web or phone channel.

Review credit reports, debt to income ratios, loan to value and other pertinent underwriting information. Explain, promote, and inform members of various beneficial credit union products and services to members, like loan protection products. Develop new member relationships and expand existing member relationships by providing Credit Union solutions/relationship banking.

Gather the necessary stipulations to see the loan application to funding. Use electronic signature software to send and process loan and account documents for members. Perform required research to resolve escalated issues.

Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations. Manage a pipeline of consumer loans and deposit account applications, while reporting on pull-through ratios, overall performance and any obstacles that are present Perform funding duties for all consumer loan products unsecured and secured. What You Bring 🎯 High School Diploma High School diploma or GED (General Education Development) Required Some college preferred.

3 to 5 years of similar or related experience. Customer service experience, preferably in financial institution and/or call center. Strong professional written/verbal communication skills, multitasking ability, and telephone etiquette.

(High proficiency) A passion for people, innovation, and growth.

Compensation

Benefits

🎉 Generous paid time off: paid

Virtual Banker - Onsite