Member Experience Advocate, Call Center

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Oversees incoming calls and/or virtual teller interactions.

• Addresses basic member questions regarding checking and savings accounts, transaction inquiries, and balance requests.

• Capable of making quality loan referrals based on member requirements, leading to enhanced member involvement.

• Collects information, evaluates facts, and informs members about suitable products/services to achieve a singular resolution.

• Prepared to assist members and the team by being prompt, organized, and eager to provide a positive experience with a cheerful demeanor.

• Able to effectively convey information in both one-on-one and small group settings to members and fellow employees.

• Shows proficiency and understanding of technology, with the ability to swiftly learn and access products via virtual banking.

• Complies with and stays informed about all Member Care and credit union policies and procedures.

• Maintains regular communication with the leadership team.

• Participates in team, organizational, and community activities.

• Responsible for completing all mandatory training promptly while keeping up-to-date with all relevant compliance rules and regulations through assigned training.

⛳️ Requirements

• High school diploma or equivalent from a recognized institution.

• Some college education is preferred.

• 1-3 years of experience or a combination of education and experience is required.

• Previous experience in customer service, banking, and/or call center roles is necessary.

• Must possess a solid understanding of the Bank Secrecy Act as well as other federal regulations, including but not limited to the U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering regulations, Right to Financial Privacy Act, and the Bank Bribery Act.

• Bilingual candidates (English/Spanish) are preferred.

🏝️ Benefits

• Total Rewards – Competitive salary, comprehensive insurance, wellness initiatives, retirement plans, and generous paid time off.

• Career Growth – Tuition reimbursement, leadership development opportunities, certifications, and continuous learning.

• Work-Life Balance – Flexible working hours and benefits that promote your well-being.

• Community Impact – We are committed to supporting local charities and volunteer activities.

• Purpose-Driven Work – Assist in providing financial solutions that genuinely make a difference.