What are the responsibilities and job description for the Business Services Support Specialist position at OneAZ Credit Union?
Our associates enjoy a one-of-a-kind culture with a rich benefits package that includes:
- Generous paid time off: 11 paid holidays, 2 floating holidays, 6 personal days, 10 vacation days, plus sick time
- Low-cost Medical, Dental & Vision plans - as low as $5 per pay period
- Paid childcare assistance (up to $96 per pay period)
- Award-winning 401(k) 5% discretionary match - fully vested from day 1
- 100% Gym fee reimbursement up to $75/month
- 100% Tuition Reimbursement Up to $5,250
- $1200/yr student loan repayment
- Plus a great schedule with NO WEEKENDS!
- Target hiring range $27/hr - $33/hr (Depending on experience and prior to any incentives this position is eligible for)
Summary
The Business Services Support Specialist will provide service to business members, assisting with banking inquiries, account opening, and helping navigate various banking processes. Provide business members timely and accurate information, look for opportunities to deepen business member relationships, and will be the main point-of-contact for troubleshooting account issues. The Business Services Support Specialist is an expert in our business products and services, as well as our technology platforms, and uses that knowledge and experience to ensure an outstanding member experience and uncover new sales opportunities.
Essential Functions
- Serve as the primary point of contact for business members, addressing their banking inquiries, providing guidance, and resolving issues related to their accounts.
- Support business members with managing business accounts, including checking, savings, loans, and other business-related services. Assist with account updates, changes, payments, research, and maintenance.
- While providing excellent service and projecting professionalism, virtually assist retail branch staff in the business account opening process by providing guidance on required documentation, account types, and ensuring smooth onboarding of new business members.
- Provide clear and straightforward explanations of OneAZ's products and services to clients, ensuring they understand how to best use them.
- Using an outstanding knowledge of OneAZ's business and consumer products and services, actively work to uncover opportunities to deepen member relationships and pass on potential sales opportunities to the appropriate partners.
- Proactively identify and resolve business member concerns or issues, providing solutions and ensuring member satisfaction. Collaborate with internal teams to address complex problems and see them through to complete resolution.
- Maintain accurate records of all client interactions, account changes, and service requests. Ensure all documentation complies with regulatory requirements.
- Ensure all client interactions and transactions adhere to regulatory and bank policies, including anti-money laundering (AML) and know your customer (KYC) standards.
- Serve in a quality control function, ensuring business accounts were opened appropriately and in compliance with all internal and regulatory requirements. Identify accounts with discrepancies and work with the members to resolve the issues.
- Maintain consistent follow-up with clients to ensure their banking needs are met and offer additional support as needed.
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.
Education
H.S. Diploma Required
Bachelor's Degree in business, finance, or a related field preferred.
Experience
1-3 years similar or related experience in customer service or banking.
Experience in a service-focused role preferred.
Knowledge, Skills, and Abilities
Excellent communication and interpersonal skills, with a focus on empathy and problem-solving.
Strong attention to detail and ability to manage multiple tasks at once.
Proficiency with banking software and systems and Microsoft Office.
Ability to maintain professionalism in challenging situations and provide timely solutions.
Strong commitment to following through on issues to resolution.
Strong organizational skills and the ability to manage client requests efficiently.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Why join the OneAZ team?
Our culture is one-of-a-kind! You'll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do: We exist to improve the lives of our members, our associates and the communities we serve.
We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex (including pregnancy), age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, or any other legally recognized protected basis under federal, state, or local law.
We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others. Take a look at our career page for detailed benefit information: www.oneazcu.com/about/careers
Additional Notes:
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.
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).
Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.
OneAZ Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, OneAZ Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. OneAZ Credit Union expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OneAZ Credit Union’s employees to perform their job duties may result in discipline up to and including discharge.
Salary : $1,200
