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O

Virtual Services Representative

OneAZ Credit Union

. Work in-office at the Corporate Office at 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 .

Posted 10/22/2026full-timePhoenix • Arizona • United StatesMid-LevelSenior💰 $21 - $26 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service within a financial institution, with strong communication skills and the ability to handle sensitive inquiries and complaints. Proficient in processing transactions, account maintenance, and educating members on financial products and services.

Highest-signal resume keywords
Customer Service ExperienceStrong Written/Verbal Communication SkillsTyping Speed 50+ Words Per MinuteBilingual (Spanish/English)Knowledge of BSA, AML, USA Patriot Act, and OFAC

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Transaction ProcessingAccount MaintenanceFraud IdentificationDispute ResolutionOnline Banking SupportMobile Banking SupportDebit/Credit Card ServicingNew-Member OnboardingChat CorrespondenceTyping Proficiency
Soft Skills
Multitasking AbilityTelephone EtiquettePassion for PeopleInnovationGrowth Mindset
Certifications & Qualifications
High School Diploma or GED
Industry Keywords
Financial InstitutionCall CenterMember CareCompliance LettersATM/POS AdjustmentsCredit Union ProductsSavings AccountsChecking AccountsIRA AccountsBSA Compliance

About the role

Key responsibilities & impact
  • Work in-office at the Corporate Office at 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027
  • Assist internal and external members with bill pay, online banking, mobile banking, debit/credit card servicing, telephone banking, and Member Care/Virtual Services queues
  • Process chat correspondence and respond to member email inquiries
  • Communicate with members, vendors, and internal associates by chat, email, and phone regarding sensitive inquiries or complaints
  • Process reports and chat/email responses
  • Troubleshoot incidents with vendors and resolve escalated issues through research
  • Handle Visa debit and credit card calls, fraud identification, disputes, compliance letters, credits, and ATM/POS adjustments
  • Process online account opening requests and conduct new-member onboarding, including outbound contacts
  • Educate and troubleshoot virtual services for internal and external members
  • Send electronic agreements and set up online and telephone banking access
  • Provide account balances, activity, and history; perform transactions, withdrawals, transfers, account maintenance, loan payments, term calculations, and payoff information
  • Explain and promote credit union products and services, including savings, checking, money market, share certificates, IRA, and club accounts
  • Assist with deposit account rates, stop payments, check copies, overdraft advances, and courtesy pay
  • Attend team meetings and training sessions
  • Train new Member Care Center associates

Requirements

What you’ll need
  • High School diploma or GED (General Education Development) Required
  • 3 to 5 years of similar or related experience, including customer service experience, preferably in a financial institution and/or call center
  • Ability to type 50+ words per minute required
  • Strong professional written/verbal communication skills, multitasking ability, and telephone etiquette (High proficiency)
  • A passion for people, innovation, and growth
  • Previous teller experience preferred
  • Some college preferred
  • Bilingual (Spanish/English) a plus
  • Chat experience preferred
  • Candidates must authorize credit and criminal background checks
  • Must comply with applicable policies, laws, and regulations, including BSA, AML, USA Patriot Act, and OFAC

Benefits

Comp & perks
  • Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time
  • Low-cost Medical, Dental & Vision plans
  • Paid childcare assistance
  • Award-winning 401K
  • Gym fee reimbursement
  • Tuition Reimbursement
  • Student loan repayment
  • Additional benefits detailed in the Benefits Booklet