Job · Phoenix, AZ

Personal Banker

Oneaz Credit Union · Public & Societal Benefit · $198.9M budget · 617 staff · Since 1951

Offers members financial services through a cooperative model.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$351K–$1.0M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$166.5M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
617
employees
16 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+16%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
19 mo
of spending, in cash and securities
Looks good: 19.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1970
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

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 Gurley Branch: 550 E Gurley St, Prescott, AZ 86301 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach.

Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities. Analyze member financial information, such as financial profile. Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members. Support members' banking efficiently through internet, mobile app, branch, and ATM channels. Expand customer base by networking with existing and prospective new members. Conduct teller activity and transactions, according to branch business needs. What You Bring 🎯 High School Diploma or General Educational Development (GED) required.

One to three years' related experience in a customer service, sales, or client-facing role. One year of cash handling preferred, ideally at a financial institution. Strong relationship-building and client-focused sales skills. Excellent verbal, phone, email, internet, and writing skills. A passion for people, innovation, and growth. Compensation & Benefits 🎉 Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcare assistance Award-winning 401K Gym fee reimbursement Tuition Reimbursement Student loan repayment ... and much more .

Explore all the details in our comprehensive Benefits Booklet Target hiring range $20/hr - $25/hr (Depending on experience and prior to any incentives this position is eligible for) 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…

Read the full posting

About Oneaz Credit Union

From its Form 990