Credit Union West jobs - 27 jobs

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! The role is a part-time position, scheduled for 20-25 hours per week. Please note that all new team members must complete a five-week, full-time training program at our corporate office in Glendale, AZ. POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Teller Activities - Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services. * New Account and Member Maintenance - Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services. • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. Bilingual preferred. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. * Thorough knowledge and understanding of organization's Employee Handbook. * Able to communicate effectively and tactfully with employees and members both orally and in writing. * Demonstrate critical thinking and being self-reliant to better analyze and solve problems. * Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. * Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). * Thorough knowledge and understanding of organization's Employee Handbook and policies. * Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members/team members by meeting or exceeding their service expectations and building relationships of trust and loyalty. This support department position will provide an industry leading service experience by processing digital and traditional services in an efficient and accurate manner. This position supports team member inquiries, requests, and concerns related to new accounts, account maintenance, specialty accounts, consumer loans, and real estate lending. This individual assembles and reviews legal documentation pertaining to specialty accounts. Delivers standardized, accurate information and assistance to retail team members in support of member service. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Operations Lending Support - Maintains an extensive knowledge of Credit Union West consumer and real estate lending platforms to support a variety of team member lending related questions in a timely, professional, and friendly manner via phone, email, and messaging channels. Supports a variety of services ranging from general inquires to complex loan recasts, interest accrual calculations, and provides guidance and assistance with funding error resolution. Identifies, recommends, and submits requests for procedure creation and/or revision. Collaborates and assists with user acceptance testing for various systems and operational projects. Meets or exceeds established department metrics and service level agreements. • Specialized Accounts Handling - Acts as a subject matter expert for specialty accounts and documents, including but not limited to: Trusts, Estates, Business, Representative Payees, Conservatorships, Power of Attorneys, UTMA. Conducts quality assurance on specialty accounts. Serves as an analyst for specialty accounts by conducting research, assembling legal documents, making assessments, and recommending legal review if applicable. Facilitates support of deceased member accounts, including loan updates, account review, communications, maintenance, or closures, with a sensitive disposition while navigating legal boundaries and regulatory requirements. Responsible for updates to the CRM system to provide frontline team members with instructions. • Account Adjustment Resolution - Assists with and regularly completes simple and complex loan recast and adjustments. Performs file maintenance when appropriate to ensure accounts and loans reflect correctly in the core. Completes research and follow up on returned checks from loan proceeds. Is responsible for completion of assigned reports and ensures resolution of findings. Identifies trends and makes recommendations to management for improved processes or training to reduce loan posting errors. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 3-5 years of experience in operations, preferably in a Credit Union or financial institution environment. NMLS required. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, AntiMoney Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! Position is located in Prescott Valley, AZ. Paid training/meetings are in Glendale, AZ. POSITION SUMMARY The Branch Manager I is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Branch Manager I will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union's strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability, and community prosperity. Enhances the quality of life for our members/team members by meeting or exceeding their services expectations. Ensures sales and service objectives are met through effective supervision and coaching of employees. This position ensures success of the branch through planning and execution of all aspects of branch performance. Leads various universal roles to ensure excellence in member service, sales production, and operational soundness. As a member of the leadership team, this person looks for opportunities to recognize their team and contribute to the “Great Place to Work” culture. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. Essential Functions & Responsibilities Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operations needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. Sales and Service - Ensures service standards and sales production objectives are achieved. Provides proactive, responsive, and engaged member and team member communication. Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities. Processes loan applications, funds loans, and opens new membership accounts as needed. Drive performance that leads to improved financial lives of our members. Makes talent development a priority for all branch team members and leads employees to achieve performance expectations. Operations Management - Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports. Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance. Ensures adherence to established security protocols. Business Development - Optimizes branch location by effectively leading business ecosystem partnerships. Involved in driving additional business to the credit union by direct involvement in community and business development activities. Submits business development referrals to marketing department. Performs other duties as assigned. Qualifications & Requirements Education: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. Experience: 1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience. Skills & Competencies Notary Commission, Signature Guarantee, and NMLS certification. Use of personal internet-enabled Smartphone for Branch operating applications. Live the mission, vision, and core values of the credit union. Able to communicate effectively and tactfully with employees and members both orally and in writing. Demonstrate critical thinking and being self-reliant to better analyze and solve problems. Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. Strong mentoring, coaching experience to a team with diverse levels of expertise. Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). Thorough knowledge and understanding of organization's Employee Handbook and policies. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members/team members by meeting or exceeding their service expectations. Responsible for directing and managing entire process of liquidating all repossessions. Ensure appropriate repair or claims are filed to reduce deficiency balances. Ensure pricing of repossessed vehicles are in a fair market range. Responsible that sales actions are properly documented, and records appropriately maintained. Responsible to research all repossessions for ancillary products and initiate refund requests and follow up until funds or resolution is received. Full understanding of GAP products, Depreciation Protection, Credit Life, Disability and Unemployment. Early-stage collection of delinquent consumer loans as necessary and other duties as assigned. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Repossession Administrator - Ensures that repossession functions and property dispositions are conducted in accordance with established policies, procedures, and applicable laws and regulations. Schedules, coordinates, and documents all post repossession activities. Ensures that repossessed collateral is closely monitored and accurately inventoried. Ensures state appropriate Notice and Rights letters are mailed to each borrower by regular and certified mail. Ensures out of state repossessions are liquidated in accordance with state regulations. Review and evaluate all repossessions for damages and initiate claim with member's insurance carrier or CPI carrier if applicable. Responsible for initiating and following for refunds on loans with cancellable ancillary products such as mechanical breakdown coverage, GAP, Credit Life and Disability etc. Makes recommendations to the Financial Resolution Manager for necessary mechanical repairs or necessary expenses to ensure repossessionssell for best possible results. Keeps management informed of repossession activities, progress toward established objectives, and any significant problems. Accurately prepares required repossession reports and summaries. Ensures appropriate and timely letters are mailed regular and certified to all borrowers (excluding bankruptcy and discharged debt) notifying of sale and deficiency balance. Participate in reviewing and developing repossession policies and procedures. Comply with internal policy and procedures and have knowledge of bankruptcy and lien laws as they apply to the collection process. Understand and follow debt collection regulations outlined by the FDCPA, CFPB and the TCPA. • Vehicle Abandoned/Tow Notices - Responsible for processing all Tow and Abandoned Vehicle Notices timely and accurately. Ensure all notices are properly identified and entered into the collections platform. Contact the agency where the vehicle is located to coordinate recovery efforts. Communicate with members to determine their intentions. When insurance is involved, follow up with the appropriate insurance adjuster. Ensure vehicles are timely resolved or recovered for liquidation, as applicable. • Credit Disputes - Assist and provide support as needed in responding to disputes from members concerning delinquent tradelines by mail, email or phone. Respond to E-Oscar and member credit disputes, within regulated timelines. Document and monitor incoming disputes and the ability to investigate and research any disputed content to ensure validity of reporting. • Insurance Total Loss Claims - Assist and provide support as needed in processing total loss claims. Review and ensure insurance company's Letter of Guaranty (LOG) is appropriately valued for vehicle in question. Assists members and staff with questions regarding GAP claims. Initiate filing GAP claims after insurance check is processed. Responsible for submitting support documents to GAP/Warranty Company within the required timeframe. Timely and accurately follow up with GAP/Warranty Company for claim payout to prevent account from affecting credit unions reportable delinquency. Processes claim and refund payments. • Credit Life, Disability, Unemployment Claims Processing - Provide support as needed in processing claim payments received through debt protection company. Processing payments posted to insurance account to members appropriate loan for payments. Assist in filing claims for members and assist with staff inquiries. • Assist with Collection Calls - Encourage prompt repayment of delinquent accounts by utilizing all methods of contact, i.e., phone, email, mail, and text messages. Ability to ask appropriate fact-finding questions, research and analyze members profile to determine if there is opportunity for assistance or recommend if more stringent collection actions should be taken. Document all collection efforts and pertinent information from member communications and any other resources utilized. The ability to remain positive and resilient in difficult situations. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 3-5 years of experience preferably in a Credit Union or financial institution. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, opening of consumer and business new accounts, account maintenance and consumer personal and real estate loan applications and funding. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. • Teller and Branch Support - Efficiently and accurately processes transactions in a friendly manner. Maintains proper security controls and uses sound judgment to place check holds. Follows member identification procedures and asks questions to mitigate fraud. Uses good judgment to provide overrides within permission authority. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Acts as a support resource for other team members. Completes assigned auditing, ordering and vault related responsibilities. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 1-3 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! Position is located in Prescott Valley, AZ. Paid training/meetings are in Glendale, AZ. POSITION SUMMARY The Branch Manager I is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Branch Manager I will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union's strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability, and community prosperity. Enhances the quality of life for our members/team members by meeting or exceeding their services expectations. Ensures sales and service objectives are met through effective supervision and coaching of employees. This position ensures success of the branch through planning and execution of all aspects of branch performance. Leads various universal roles to ensure excellence in member service, sales production, and operational soundness. As a member of the leadership team, this person looks for opportunities to recognize their team and contribute to the “Great Place to Work” culture. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. Essential Functions & Responsibilities Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operations needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. Sales and Service - Ensures service standards and sales production objectives are achieved. Provides proactive, responsive, and engaged member and team member communication. Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities. Processes loan applications, funds loans, and opens new membership accounts as needed. Drive performance that leads to improved financial lives of our members. Makes talent development a priority for all branch team members and leads employees to achieve performance expectations. Operations Management - Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports. Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance. Ensures adherence to established security protocols. Business Development - Optimizes branch location by effectively leading business ecosystem partnerships. Involved in driving additional business to the credit union by direct involvement in community and business development activities. Submits business development referrals to marketing department. Performs other duties as assigned. Qualifications & Requirements Education: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. Experience: 1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience. Skills & Competencies Notary Commission, Signature Guarantee, and NMLS certification. Use of personal internet-enabled Smartphone for Branch operating applications. Live the mission, vision, and core values of the credit union. Able to communicate effectively and tactfully with employees and members both orally and in writing. Demonstrate critical thinking and being self-reliant to better analyze and solve problems. Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. Strong mentoring, coaching experience to a team with diverse levels of expertise. Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). Thorough knowledge and understanding of organization's Employee Handbook and policies. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 20% * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members/team members by meeting or exceeding their service expectations and building relationships of trust and loyalty. This support department position will provide an industry leading service experience by processing digital and traditional services in an efficient and accurate manner. This position supports team member inquiries, requests, and concerns related to new accounts, account maintenance, specialty accounts, consumer loans, and real estate lending. This individual assembles and reviews legal documentation pertaining to specialty accounts. Delivers standardized, accurate information and assistance to retail team members in support of member service. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Operations Lending Support - Maintains an extensive knowledge of Credit Union West consumer and real estate lending platforms to support a variety of team member lending related questions in a timely, professional, and friendly manner via phone, email, and messaging channels. Supports a variety of services ranging from general inquires to complex loan recasts, interest accrual calculations, and provides guidance and assistance with funding error resolution. Identifies, recommends, and submits requests for procedure creation and/or revision. Collaborates and assists with user acceptance testing for various systems and operational projects. Meets or exceeds established department metrics and service level agreements. * Specialized Accounts Handling - Acts as a subject matter expert for specialty accounts and documents, including but not limited to: Trusts, Estates, Business, Representative Payees, Conservatorships, Power of Attorneys, UTMA. Conducts quality assurance on specialty accounts. Serves as an analyst for specialty accounts by conducting research, assembling legal documents, making assessments, and recommending legal review if applicable. Facilitates support of deceased member accounts, including loan updates, account review, communications, maintenance, or closures, with a sensitive disposition while navigating legal boundaries and regulatory requirements. Responsible for updates to the CRM system to provide frontline team members with instructions. * Account Adjustment Resolution - Assists with and regularly completes simple and complex loan recast and adjustments. Performs file maintenance when appropriate to ensure accounts and loans reflect correctly in the core. Completes research and follow up on returned checks from loan proceeds. Is responsible for completion of assigned reports and ensures resolution of findings. Identifies trends and makes recommendations to management for improved processes or training to reduce loan posting errors. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 3-5 years of experience in operations, preferably in a Credit Union or financial institution environment. NMLS required. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, AntiMoney Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Job Description Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! The role is a part-time position, scheduled for 20-25 hours per week. Please note that all new team members must complete a five-week, full-time training program at our corporate office in Glendale, AZ. New Employee Orientation will be held in March 2026 Bilingual (Spanish) Required POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This contact center position will provide an industry leading member service experience. Ensures prompt and accurate service while utilizing a needs-based referral approach that deepens member relationships, trust, and loyalty. This position supports member inquiries, requests, and concerns related to transactions, account information, account maintenance, and digital service channels. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Contact Center Activities - Efficiently and accurately supports a high volume of member phone calls in a courteous, helpful, and professional manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Follows member verification procedures and asks questions to mitigate fraud. Responsible for meeting key metrics including service levels, abandon rates, wait times and member service/survey ratings. * Digital Member Support - Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up. Encourages members to adopt digital services. * Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Actively engages in open ended conversations with members to identify opportunities to offer the appropriate products and services to meet the members financial needs. Responsible for achieving referral objectives. * Member Maintenance - Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance from digital channels as well as ground mail. Completes requests in a timely, professional, and skillful manner while ensuring all documentation is accurately stored within applicable credit union systems. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 0-1 years of customer service experience, preferably in retail, call centers and/or financial services. Sales experience preferred. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. * Able to communicate effectively and tactfully with employees and members both orally and in writing. * Demonstrate critical thinking and being self-reliant to better analyze and solve problems. * Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. * Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). * Thorough knowledge and understanding of organization's Employee Handbook and policies. * Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: 100% paid health, dental, vision, short- and long-term disability, and life insurance Up to 20% incentive pay - up to 15% paid quarterly, up to 5% paid annually 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Anniversary Day Off Volunteer Time Off Credit Union West membership and discounts Be part of our award-winning team! Branch Location: 44th St & Thomas, Phoenix, AZ Corporate Office Location (for Trainings and Meetings): 99th Ave & Northern, Glendale, AZ POSITION SUMMARY The Branch Manager I is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Branch Manager I will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union's strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability, and community prosperity. Enhances the quality of life for our members/team members by meeting or exceeding their services expectations. Ensures sales and service objectives are met through effective supervision and coaching of employees. This position ensures success of the branch through planning and execution of all aspects of branch performance. Leads various universal roles to ensure excellence in member service, sales production, and operational soundness. As a member of the leadership team, this person looks for opportunities to recognize their team and contribute to the “Great Place to Work” culture. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operations needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. • Sales and Service - Ensures service standards and sales production objectives are achieved. Provides proactive, responsive, and engaged member and team member communication. Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities. Processes loan applications, funds loans, and opens new membership accounts as needed. Drive performance that leads to improved financial lives of our members. Makes talent development a priority for all branch team members and leads employees to achieve performance expectations. • Operations Management - Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports. Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance. Ensures adherence to established security protocols. • Business Development - Optimizes branch location by effectively leading business ecosystem partnerships. Involved in driving additional business to the credit union by direct involvement in community and business development activities. Submits business development referrals to marketing department. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. EXPERIENCE: 1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience. SKILLS & COMPETENCIES Notary Commission, Signature Guarantee, and NMLS certification. • Use of personal internet-enabled Smartphone for Branch operating applications. • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. • Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. • Strong mentoring, coaching experience to a team with diverse levels of expertise. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti?Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Job Description Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members/team members by meeting or exceeding their service expectations and building relationships of trust and loyalty. This support department position will provide an industry leading service experience by processing digital and traditional services in an efficient and accurate manner. This position supports team member inquiries, requests, and concerns related to new accounts, account maintenance, specialty accounts, consumer loans, and real estate lending. This individual assembles and reviews legal documentation pertaining to specialty accounts. Delivers standardized, accurate information and assistance to retail team members in support of member service. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Operations Lending Support - Maintains an extensive knowledge of Credit Union West consumer and real estate lending platforms to support a variety of team member lending related questions in a timely, professional, and friendly manner via phone, email, and messaging channels. Supports a variety of services ranging from general inquires to complex loan recasts, interest accrual calculations, and provides guidance and assistance with funding error resolution. Identifies, recommends, and submits requests for procedure creation and/or revision. Collaborates and assists with user acceptance testing for various systems and operational projects. Meets or exceeds established department metrics and service level agreements. • Specialized Accounts Handling - Acts as a subject matter expert for specialty accounts and documents, including but not limited to: Trusts, Estates, Business, Representative Payees, Conservatorships, Power of Attorneys, UTMA. Conducts quality assurance on specialty accounts. Serves as an analyst for specialty accounts by conducting research, assembling legal documents, making assessments, and recommending legal review if applicable. Facilitates support of deceased member accounts, including loan updates, account review, communications, maintenance, or closures, with a sensitive disposition while navigating legal boundaries and regulatory requirements. Responsible for updates to the CRM system to provide frontline team members with instructions. • Account Adjustment Resolution - Assists with and regularly completes simple and complex loan recast and adjustments. Performs file maintenance when appropriate to ensure accounts and loans reflect correctly in the core. Completes research and follow up on returned checks from loan proceeds. Is responsible for completion of assigned reports and ensures resolution of findings. Identifies trends and makes recommendations to management for improved processes or training to reduce loan posting errors. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 3-5 years of experience in operations, preferably in a Credit Union or financial institution environment. NMLS required. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, AntiMoney Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. • Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * 100% paid health, dental, vision, short- and long-term disability, and life insurance * Up to 20% incentive pay - up to 15% paid quarterly, up to 5% paid annually * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Anniversary Day Off * Volunteer Time Off * Credit Union West membership and discounts Be part of our award-winning team! Branch Location: 44th St & Thomas, Phoenix, AZ Corporate Office Location (for Trainings and Meetings): 99th Ave & Northern, Glendale, AZ POSITION SUMMARY The Branch Manager I is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Branch Manager I will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union's strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability, and community prosperity. Enhances the quality of life for our members/team members by meeting or exceeding their services expectations. Ensures sales and service objectives are met through effective supervision and coaching of employees. This position ensures success of the branch through planning and execution of all aspects of branch performance. Leads various universal roles to ensure excellence in member service, sales production, and operational soundness. As a member of the leadership team, this person looks for opportunities to recognize their team and contribute to the "Great Place to Work" culture. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operations needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. * Sales and Service - Ensures service standards and sales production objectives are achieved. Provides proactive, responsive, and engaged member and team member communication. Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities. Processes loan applications, funds loans, and opens new membership accounts as needed. Drive performance that leads to improved financial lives of our members. Makes talent development a priority for all branch team members and leads employees to achieve performance expectations. * Operations Management - Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports. Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance. Ensures adherence to established security protocols. * Business Development - Optimizes branch location by effectively leading business ecosystem partnerships. Involved in driving additional business to the credit union by direct involvement in community and business development activities. Submits business development referrals to marketing department. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. EXPERIENCE: 1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience. SKILLS & COMPETENCIES Notary Commission, Signature Guarantee, and NMLS certification. • Use of personal internet-enabled Smartphone for Branch operating applications. • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. • Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. • Strong mentoring, coaching experience to a team with diverse levels of expertise. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, AntiMoney Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 15%, depending on position 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! The role is a part-time position, scheduled for 20-25 hours per week. Please note that all new team members must complete a five-week, full-time training program at our corporate office in Glendale, AZ. POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Teller Activities - Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services. • New Account and Member Maintenance - Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services. • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. Bilingual preferred. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Thorough knowledge and understanding of organization's Employee Handbook. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: Full-time employees receive 100% paid health, dental & vision insurance Earn incentives up to 20% 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members/team members by meeting or exceeding their service expectations and building relationships of trust and loyalty. This support department position will provide an industry leading service experience by processing digital and traditional services in an efficient and accurate manner. This position supports team member inquiries, requests, and concerns related to new accounts, account maintenance, specialty accounts, consumer loans, and real estate lending. This individual assembles and reviews legal documentation pertaining to specialty accounts. Delivers standardized, accurate information and assistance to retail team members in support of member service. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Operations Lending Support - Maintains an extensive knowledge of Credit Union West consumer and real estate lending platforms to support a variety of team member lending related questions in a timely, professional, and friendly manner via phone, email, and messaging channels. Supports a variety of services ranging from general inquires to complex loan recasts, interest accrual calculations, and provides guidance and assistance with funding error resolution. Identifies, recommends, and submits requests for procedure creation and/or revision. Collaborates and assists with user acceptance testing for various systems and operational projects. Meets or exceeds established department metrics and service level agreements. • Specialized Accounts Handling - Acts as a subject matter expert for specialty accounts and documents, including but not limited to: Trusts, Estates, Business, Representative Payees, Conservatorships, Power of Attorneys, UTMA. Conducts quality assurance on specialty accounts. Serves as an analyst for specialty accounts by conducting research, assembling legal documents, making assessments, and recommending legal review if applicable. Facilitates support of deceased member accounts, including loan updates, account review, communications, maintenance, or closures, with a sensitive disposition while navigating legal boundaries and regulatory requirements. Responsible for updates to the CRM system to provide frontline team members with instructions. • Account Adjustment Resolution - Assists with and regularly completes simple and complex loan recast and adjustments. Performs file maintenance when appropriate to ensure accounts and loans reflect correctly in the core. Completes research and follow up on returned checks from loan proceeds. Is responsible for completion of assigned reports and ensures resolution of findings. Identifies trends and makes recommendations to management for improved processes or training to reduce loan posting errors. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 3-5 years of experience in operations, preferably in a Credit Union or financial institution environment. NMLS required. SKILLS & COMPETENCIES • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, AntiMoney Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! The role is a part-time position, scheduled for 20-25 hours per week. Please note that all new team members must complete a five-week, full-time training program at our corporate office in Glendale, AZ. New Employee Orientation will be held in March 2026 POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This contact center position will provide an industry leading member service experience. Ensures prompt and accurate service while utilizing a needs-based referral approach that deepens member relationships, trust, and loyalty. This position supports member inquiries, requests, and concerns related to transactions, account information, account maintenance, and digital service channels. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Contact Center Activities - Efficiently and accurately supports a high volume of member phone calls in a courteous, helpful, and professional manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Follows member verification procedures and asks questions to mitigate fraud. Responsible for meeting key metrics including service levels, abandon rates, wait times and member service/survey ratings. * Digital Member Support - Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up. Encourages members to adopt digital services. * Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Actively engages in open ended conversations with members to identify opportunities to offer the appropriate products and services to meet the members financial needs. Responsible for achieving referral objectives. * Member Maintenance - Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance from digital channels as well as ground mail. Completes requests in a timely, professional, and skillful manner while ensuring all documentation is accurately stored within applicable credit union systems. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: 0-1 years of customer service experience, preferably in retail, call centers and/or financial services. Sales experience preferred. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. * Able to communicate effectively and tactfully with employees and members both orally and in writing. * Demonstrate critical thinking and being self-reliant to better analyze and solve problems. * Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. * Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). * Thorough knowledge and understanding of organization's Employee Handbook and policies. * Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Job Description Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 13th year in a row (2013-2025)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: 100% paid health, dental, vision, short- and long-term disability, and life insurance Up to 20% incentive pay - up to 15% paid quarterly, up to 5% paid annually 401K plan with employer matching funds up to 5% Profit Sharing Tuition reimbursement Gym membership reimbursement Paid time off for holidays, vacation, and sick days Anniversary Day Off Volunteer Time Off Credit Union West membership and discounts Be part of our award-winning team! Branch Location: 44th St & Thomas, Phoenix, AZ Corporate Office Location (for Trainings and Meetings): 99th Ave & Northern, Glendale, AZ POSITION SUMMARY The Branch Manager I is expected to embody the essence of servant leadership, prioritizing the needs of employees, members, and communities. The Branch Manager I will be committed to fostering a positive and inclusive workplace culture. They will promote an environment where all employees feel valued, respected, and empowered to contribute to the organization's success. The individual serves as a champion of the credit union's strategic direction, leading by example to innovate, adapt, and drive initiatives that propel Credit Union West towards a shared vision of growth, financial stability, and community prosperity. Enhances the quality of life for our members/team members by meeting or exceeding their services expectations. Ensures sales and service objectives are met through effective supervision and coaching of employees. This position ensures success of the branch through planning and execution of all aspects of branch performance. Leads various universal roles to ensure excellence in member service, sales production, and operational soundness. As a member of the leadership team, this person looks for opportunities to recognize their team and contribute to the “Great Place to Work” culture. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES • Leading Talent - Hires, trains, directs and evaluates employee performance and behaviors to serve the member experience. Allocates resources to meet operations needs within the department. Provides leadership, coaching, and direction for their team members ensuring they have the support and development opportunities to become well-trained employees excelling in their roles. • Sales and Service - Ensures service standards and sales production objectives are achieved. Provides proactive, responsive, and engaged member and team member communication. Monitors employee performance and coaches effective loan application development, accuracy, follow up, and sales opportunities. Processes loan applications, funds loans, and opens new membership accounts as needed. Drive performance that leads to improved financial lives of our members. Makes talent development a priority for all branch team members and leads employees to achieve performance expectations. • Operations Management - Operational duties may include but are not limited to: Teller operations, preparation of professional written employee documentation, de-escalation of member concerns, appraisal delivery, scheduling, timecard validation, training, and completion of designated reports. Actively completes quality control reviews, ensuring operational soundness of all areas of internal and regulatory compliance. Ensures adherence to established security protocols. • Business Development - Optimizes branch location by effectively leading business ecosystem partnerships. Involved in driving additional business to the credit union by direct involvement in community and business development activities. Submits business development referrals to marketing department. • Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: Equivalent to a two-year college degree or completion of a specialized course of study at an accredited educational facility preferred. EXPERIENCE: 1-3 years of leadership experience in a financial institution or similar industry; or an equivalent combination of education and experience. SKILLS & COMPETENCIES Notary Commission, Signature Guarantee, and NMLS certification. • Use of personal internet-enabled Smartphone for Branch operating applications. • Live the mission, vision, and core values of the credit union. • Able to communicate effectively and tactfully with employees and members both orally and in writing. • Demonstrate critical thinking and being self-reliant to better analyze and solve problems. • Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. • Exceptional leadership skills: ability to motivate, influence, and engage direct and indirect reports and peers with a significant level of diplomacy and trust. • Excellent judgment and creative problem-solving skills including negotiation and conflict resolution skills. • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness. • Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes. • Strong mentoring, coaching experience to a team with diverse levels of expertise. • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). • Thorough knowledge and understanding of organization's Employee Handbook and policies. • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Credit Union West has been named a 'Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction. Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following: * Full-time employees receive 100% paid health, dental & vision insurance * Earn incentives up to 15%, depending on position * 401K plan with employer matching funds up to 5% * Profit Sharing * Tuition reimbursement * Gym membership reimbursement * Paid time off for holidays, vacation, and sick days * Credit Union West membership and discounts Be part of our award-winning team! POSITION SUMMARY Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed. ESSENTIAL FUNCTIONS & RESPONSIBILITIES * Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed. * New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed. * Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed. * Performs other duties as assigned. QUALIFICATIONS & REQUIREMENTS EDUCATION: A high school diploma or G.E.D. EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred. SKILLS & COMPETENCIES * Live the mission, vision, and core values of the credit union. * Able to communicate effectively and tactfully with employees and members both orally and in writing. * Demonstrate critical thinking and being self-reliant to better analyze and solve problems. * Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees. * Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom). * Thorough knowledge and understanding of organization's Employee Handbook and policies. * Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.