Virtual Direct New Member Specialist

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

The Virtual Direct New Member Specialist works in a call center environment dedicated to meeting members' deposit and loan needs. The position responds to incoming calls, chats, and online applications from members who are interested in applying for deposit accounts (checking,savings and time accounts). The Virtual Direct New Member Specialist is responsible for making daily outbound lead calls to bring in new members and cross-sell additional products and services. The position develops a pipeline of consumer deposit accounts that they manage through to funding along with cross-selling loans for new members helped. The role partners closely with other Member Care Center associates, Mortgage Loan Originators, and back-office support staff.

• Process new member and deposit account 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, and follow up on new member inquiries.
• Communicate with prospective members about Credit Union products, the value of membership, and services with accuracy and timeliness.
• Maintain knowledge of the Credit Union's membership eligibility.
• Communicate with 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.
• 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, like loan protection products.
• Develop new member relationships and expand existing member relationships by offering other Credit Union products and services.
• Gather the necessary stipulations on cross-sold loan application to complete thru funding.
• Use electronic signature software to send and process account and loan documents for members.
• Perform required research to resolve escalated issues.
• Manage a pipeline of consumer deposit and loan account applications, while reporting on pull-through ratios, overall performance, and any obstacles that are present.
• Perform funding duties for all consumer products excluding home equity lines of credit and loans.
• Responsible for meeting established monthly production goals.

What You Bring

• High School Diploma Required
• Some college education. Preferred
• Customer service experience, preferably in a financial institution and/or call center environment. Required
• 1 to 3 years of related experience. Min of 1 year of financial lending experience. Required
• Strong multi-tasking, attention to detail, and problem-solving skills. Ability to apply understanding when dealing with problems involving variables in standardized situations. High
• Strong written and verbal communication skills - proficient writing ability and telephone etiquette.
• Online chat experience preferred.
• Knowledge and experience with office suite software (e.g., Microsoft Outlook, Word, Excel)