Job · Phoenix, AZ

Member Care Representative

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

Why Oneaz Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Offers members financial services through a cooperative model.

  • The Credit Union provides checking and savings deposit accounts as well as consumer, real estate and business loans to its members.

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 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. *** A Member Care Rep I utilizes positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department. Provides members with account balance, activity, and history upon members' request. Performs transactions, check withdrawals, transfers, and account maintenance.

Assists with dividend verification, common inquiries, non-sufficient funds (NSF) checks, and statement copies. Performs loan payments, term calculations, and loan payoff information. Informs members of savings, checking, money market, share certificates, individual retirement account (IRA), and club account features and benefits. Provides documents as requested by members. Performs research to resolve escalated issues. Assists members with explanations of transactions on accounts. Sets up member access to online banking and telephone banking. Maintains knowledge of Credit Union’s field of membership.

Assists members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and courtesy pay. Coordinates with branches to schedule member appointments. Explains, promotes, and informs members of Credit Union products and services. Attends assigned team meetings and/or training sessions. What You Bring 🎯 High school diploma or General Educational Development (GED). 1 year customer service or call center experience. Bilingual (Spanish/English) preferred Experience in a financial institution/credit union call center environment, and/or teller/banker experience a plus. Excellent verbal/written communication 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 $17.00 / hr - $23.00 / hr (Depending on experience and prior to any incentives…

Read the full posting

About Oneaz Credit Union

From its Form 990

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