Careers

Location: Sells, AZ
Exempt/Non-Exempt: Non-Exempt
Employment Type: Part Time

Description: First American Credit Union is seeking a representative with the right blend of patience, experience, and professionalism to join our team in Sells, AZ.

As a member relations representative you will greet our members, make them feel welcomed and learn about their financial needs while embracing the credit union’s mission of creating financial independence, promoting diversity, and assisting hard-working families.

First American Credit Union is a drug and smoke-free workplace. Pre-employment screening is required. First American Credit Union is an Equal Opportunity-Affirmative Action Employer.

Desired Skills:

• Enthusiastic
• Detail Oriented
• High level of integrity
• Dependable
• Cash Handling
• Cash Reconciliation
• Proficiency in Microsoft Office, Word, Excel and PowerPoint

Essential Functions and Basic Duties:

• Smile and greet our members.
• Answers incoming phone calls and emails pleasantly and professionally.
• Provide assistance to members by responding to inquiries and accurately processing a variety of routine financial transactions including check cashing, withdrawals, deposits, and loan payments.
• Provide service transactions through a high level of integrity, professionalism and charisma.
• Identify opportunities to introduce members to new products and services and generate leads for other member service team members.
• Utilizes tact and experienced based knowledge, researches and resolves member inquiries explaining specific policies and procedures while representing the credit union in a professional manner and maintaining positive member relations.
• Provide accurate information to members regarding credit union services, products, policies and procedures. Explains the benefits and features of products/services offered by the credit union.
• To authentically engage members and visitors through asking relevant and meaningful questions, getting to know their needs and making appropriate product and service recommendations.
• Anticipate and respond to members’ inquiries and needs and provide quality member service in a timely manner.
• Open new accounts and service existing accounts. Set-up new account files and provide members with all necessary information for membership.
• Balance cash drawer daily in a timely and accurate manner and in accordance with the Cash Over-Short Policy.
• Prepare daily paperwork according to branch procedures and compliance requirements.
• Follow branch opening and closing protocol to ensure safety and security.
• Examine checks in accordance with the Credit Union’s Hold Policy.
• Provide complete and accurate information concerning credit union services, policies and procedures in person, by phone, or by email.
• Follow up on member orders/requests to ensure member confidence in credit union’s efficiency.
• Be able to process and prepare outgoing mail.
• Assumes responsibility for establishing and maintaining effective communication with CU personnel and management. Follows all compliance policies and procedures, including, BSA, OFAC. Adhere to Employee Handbook.
• Understand and embrace mission of Credit Union.
• Support your immediate supervisor and work to achieve goals.
• Ensure quality work and service to members.
• Actively participate and contribute in weekly awareness meetings.
• Contribute to and support a positive work environment to ensure an effective, high performing and cohesive team.
• Willingness to learn and take on new challenges. Dedicate time for self-development and increase job skills and knowledge.
• Participate and successfully complete professional training and credit union required courses.
• Ability to work with diverse groups of people to include members, potential members, employees, and community organizations in a professional and diplomatic manner.
• Ability to work independently and multi-task with supervision, while effectively identifying, organizing, and prioritizing multiple transactions.
• Perform additional duties as required by your manager or other designee for efficient operation of the credit union; includes the possibility of being assigned temporarily to other locations.
• Represent the credit union in the community by actively participating in credit union events, local or professional organizations.

Qualifications:

One year of member service experience working in a financial institution performing cash transactions, balancing; full proficiency in Microsoft Word and experience with Excel; high level of member service abilities; and a high school diploma. Preference will be given to candidates who have previous lending experience. Bilingual preferred, not required.

• High level of integrity, enthusiasm and dependability with strong sense of urgency; results-oriented.
• Ability to multi-task with competing deadlines, apply attention to detail, and communicate the progress.
• Good organizational and problem-solving skills.
• Excellent oral and written communication skills.
• Ability to work independently and work in well in stressful situations.
• Strong interpersonal and presentation skills.
• Creative, progressive, member-centric, and collaborative.
• Ability to operate related computer applications and other business equipment including: calculators, copy machine, printer, telephone, and fax.

First American is an Equal Opportunity Employer--minorities/females/disabled/veterans.  Please be advised that in accordance with the Fair Credit Reporting Act, section 604(b) (2) (A), First American Credit Union may obtain a credit report on all individuals who are extended a conditional offer of employment.