Teleservices Consultant

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Arizona Financial Credit Union is seeking a Teleservices Consultant responsible for delivering services and expertise to business and consumer members by phone. The role focuses on growing business and empowering members toward self-service options while maximizing member interactions and supporting relationship banking strategies.


Responsibilities

  • Maximizes each new and existing member contact as an opportunity to create or expand a mutually beneficial relationship, including offering products or services to assist members in their current financial needs
  • Obtains and maintains up to date organizational knowledge on products, services and the technical capacities needed for specialty systems including but not limited to NCR online banking/mobile banking admin console, CST bill pay, Visa DPS, Zelle, PowerOns and Temenos
  • Communicates opportunities for process improvement and ways to increase efficiency within the call center
  • Follows organizational security procedures and training to minimize organizational risk while providing remote services
  • Supports relationship banking service strategy by demonstrating habits and behaviors consistent with brand guidelines and referrable experiences
  • Must be an excellent problem solver and have the ability to keep a calm voice during stressful interactions
  • Must complete notes/processes while in conversation with members
  • Must be able to multitask
  • Must achieve schedule adherence evaluation of the percentage of time serving members in accordance with the published schedule
  • Performs other job-related duties as assigned

Skills

  • High School diploma or general education degree (GED)
  • Knowledge of computers and software applications in Windows, Excel, and Word
  • Ability to type 45 words per minute
  • Ability to perform 10-key accurately
  • Ability to read, write, speak, and use proper grammar in English
  • Ability to read, interpret and analyze written instructions, correspondence, and procedure manuals
  • Ability to speak effectively to members regarding sensitive inquiries or complaints and ability to present information to groups
  • Ability to apply commonsense understanding when dealing with problems involving variables in standardized situations
  • Ability to professionally communicate while presenting information to members and/or department staff
  • Ability to communicate verbally both in person and on the telephone
  • Ability to calculate rates, ratios, and percentages
  • Ability to speak effectively to members regarding sensitive inquiries or complaints
  • Process teller transactions and teller related functions
  • Twelve months with Arizona Financial
  • One (1) year experience in a financial institution, call center or any related customer service field

Company Overview

  • Arizona Financial Credit Union is a not-for-profit financial cooperative that provides consumer and small-business banking services. It was founded in 1936, and is headquartered in Phoenix, Arizona, USA, with a workforce of 501-1000 employees. Its website is https://www.arizonafinancial.org.

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