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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:
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, opening of consumer and business new accounts, account maintenance and consumer personal and real estate loan applications and funding.
Essential Functions & Additional Responsibilities
50% - 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, auto, and home equity. 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.
25% - 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. Opens specialty accounts such as Business, Trust and Estate. 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. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services.
20% - Teller and Branch Support – Efficiently and accurately processes transactions in a friendly manner. Maintains proper security controls and uses sound judgment to place check holds. Follows member identification procedures and asks questions to mitigate fraud. Uses good judgment to provide overrides within permission authority. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Acts as a support resource for other team members. Completes assigned auditing, ordering and vault related responsibilities.
5% - Performs other duties as assigned.
Education:
A high school diploma or G.E.D.
Experience:
A minimum of 1-3 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.
Skills & Competencies
Last Updated: 01/22/2024
Full Time
Banking
$31k-37k (estimate)
04/23/2023
10/16/2024
cuwest.org
GLENDALE, AZ
100 - 200
1951
STEVE BECKER
$10M - $50M
Banking
Credit Union West is an award-winning financial cooperative founded in 1951 on the Luke Air Force Base in Glendale, Arizona. Our core principals guide our decisions ensuring integrity and trusted member service. With more than $675 million in assets and over 64,000 members, we offer an array of personal banking, business services and financial education including; free checking account, savings account, credit cards, auto loans, mortgage loans, home equity, business loans and more! We make banking easy with 12 branch locations in Maricopa and Yavapai County, Online and Mobile Banking and a nat...ionwide network of CO-OP Shared Branch locations. At Credit Union West, our motto is A Great Place to Work for Great People. We strive to be an employer of choice through employee engagement, honesty and integrity, and encouraging a supportive working atmosphere that sets us apart from traditional work environments. Winner of the 2017 AZCentral.com Top Companies to Work for in Arizona for six years in a row; we currently staff almost 200 employees in 12 branches in Maricopa and Yavapai counties, as well as, Business Services, Real Estate and our corporate office in Glendale. Its important to us to maintain an open door culture with a positive atmosphere. We are committed to the overall personal and professional development of our employees while providing unique benefits, educational support and recognition for achievements. Career opportunities can range from Member Service Consultants to Loan Officers; IT to Finance; Real Estate Specialists to Business Service Officers. In addition to job opportunities, we offer an array of employee benefits, including comprehensive medical and dental insurance, an employer-matched 401(k) plan, tuition reimbursement and an employee bonus program.
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The job skills required for Member Service Specialist include Products and Services, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Service Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Service Specialist positions, which can be used as a reference in future career path planning. As a Member Service Specialist, it can be promoted into senior positions as a Customer Service Team Leader that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Specialist. You can explore the career advancement for a Member Service Specialist below and select your interested title to get hiring information.