Member Service Consultant

Join to apply for the Member Service Consultant role at Credit Union West
.

4 days ago – Be among the first 25 applicants.

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row ). This prestigious award announced by Best Companies

AZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

• Full‑time employees receive 100% paid health, dental & vision insurance
• Earn incentives up to 15%, depending on position
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Tuition reimbursement
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award‑winning team!

This position is based out of our Prescott Branch but will require 5 weeks of full‑time training at our corporate office in Glendale, AZ.

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, new accounts, account maintenance and consumer loan applications and funding.

All duties will primarily be performed at the individual’s home branch, but they must also be prepared to provide onsite support to other branch locations as needed.

• Teller Activities – Efficiently and accurately process transactions in a friendly manner. Observe context and conversational cues to identify product and service solutions to needs that are presented or emerging. Maintain proper security controls and use sound judgment to place check holds. Ask questions and maintain knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Be responsible for individual cash drawer balancing and assist with daily branch balancing activities.
  
  Encourage members to adopt digital services.
• New Account and Member Maintenance – Open, maintain, and close a wide variety of membership accounts including savings, checking, certificates, and retirement accounts. Provide proactive and timely follow‑up. Assist members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assist members through digital channels such as phone and email, ensuring professional communication through all channels.
  
  Establish member relationships by ensuring responsiveness and regular follow‑up and encourage member adoption of digital services.
• Sales and Service – Consistently demonstrate behaviors that reflect the mission, core values and service standards of the Credit Union. Meet or exceed sales and production objectives by handling member requests, identifying needs and making recommendations. Be responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicit a variety of peace‑of‑mind ancillary products associated with loans.
  
  Accurately complete loan and title documents. Participate in outbound calling campaigns as needed.
• Perform other duties as assigned.

Education
: A high school diploma or G.E.D.

Experience
: A minimum of 0–1 year of customer service experience, preferably in a financial institution. Ability to work shifts between Monday–Saturday 8 am to 6 pm. Bilingual preferred.

• Live the mission, vision, and core values of the credit union.
• Thorough knowledge and understanding of the organization’s Employee Handbook.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and be self‑reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi‑task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of the organization’s Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets Management, Anti‑Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.