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Job · Phoenix, AZ

Virtual Banker - Onsite

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. *** 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…

Read the full posting

About Oneaz Credit Union

From its Form 990