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Member Service Rep II

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: TruWest Credit Union
Full Time position
Listed on 2026-08-28
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Banking Operations, Financial Sales
Salary/Wage Range or Industry Benchmark: 20.04 USD Hourly USD 20.04 HOUR
Job Description & How to Apply Below

Live your best (work) life at Tru West Credit Union!

Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At Tru West, we offer steady work schedules that makes it easy for you to plan (work) life around.

Job Details Description

Live your best (work) life at Tru West Credit Union! Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At Tru West, we offer steady work schedules that makes it easy for you to plan (work) life around.

Self-care is important. So why not get paid for it? Tru West offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)!

Benefits

Benefits? We’ve got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We’ll even help you save for retirement by matching your 401(k) contributions. Don’t even know what a 401(k) is? That’s okay, we’ll show you the ropes and you’ll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members.

Don't believe us? Just check out our video that highlights all the amazing things we do here:

Starting pay: $20.04/hr final salary is dependent on a candidate’s experience and qualifications.

If you’re looking for a place to call home, you’ve found it. What are you waiting for?

Full Job Details

This position is responsible for assisting the membership with Tru West product, service and account information. Responsible for assisting with the branch opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. Responsibilities include verifying information on deposit applications; approve/decline applications for service while assuring compliance with credit union policy and procedures. Effectively manages existing members and book of business, to support the retention and growth of member relationships, through sales of deposit, loan and referrals to investment and mortgage products.

This position requires monitoring the daily activity, compiling and providing statistical reports on a consistent basis, as well as at month end. Individual must also investigate and handle error resolution, maintain and balance a cash drawer as well as the daily balancing of all negotiable instruments. Individual must present a professional image at all times as well as have the ability to maintain a flexible schedule.

Must provide spontaneous service excellence to members, employees and business associates; demonstrating the Tru Service Philosophy and the values shown on the Tru West Vision, Mission Values card.

Education

Qualifications:

Requires education associated with a high school diploma.

Experience

This job requires a minimum of one year Teller II or similar related sales experience, at a financial institution.

Knowledge And Skills

Individual must have displayed good sales and referral abilities. Requires advanced knowledge of Tru West products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must have knowledge of the credit unions policy and procedures as well as basic lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements.

Must have intermediate to advanced knowledge of the Tru West computer system, advanced PC skills (including navigating within appropriate Web sites) and experience with office equipment such as 10-key calculator, PC keyboard, copy and fax machines. Individual must have good verbal and written communication skills, as well as strong customer service and interpersonal skills. Must be able to work with little or no supervision and complete tasks in a timely manner.

Must project a professional image, in dress, appearance and behavior.

Primary Duties And Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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