Contact Center Rep. I - Generalist

Unify Financial Credit Union Mesa , AZ 85205

Posted 2 months ago


UNIFY Financial Credit Union is one of the nations largest 100 credit unions with a reputation for being financially sound and growth-oriented. Were expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, providing superior service to our members. In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful


Provide Superior Service regarding all Credit Union services to members verbally and in writing via telephone, e-mail and chat, in an accurate, timely, and professional manner.


  • Answers and resolves member inquiries or complaints regarding Credit Union products and services through calls, e-mails, and chats, escalating situations when required.

  • Cross-sells products and services, explains features and benefits and offers alternative products or services as appropriate.

  • Processes referrals through appropriate channels, based on the members financial needs.

  • Establishes and maintains positive member service relationships

  • Receives and processes requests including, but not limited to disbursements, withdrawals, transfer of funds, data changes, check orders, stop payments, loan payments, and statement copies. Provides account information, and responds to product, operational, and policy inquiries.

  • Remains up to date and informed on all Credit Union operations, products and services.

  • Maintains quality and productivity levels, as established by department standards.

  • Works collaboratively with others in department to build and maintain a strong cohesive team and achieve department objectives

  • Interfaces with other departments as needed to assure that member needs are met and disputes are resolved in a timely manner.

  • Maintains confidentiality of information as well as controls and protects sensitive information and material.

  • Demonstrates knowledge and understanding of audit and compliance regulations related to operations.

  • Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act.

  • Performs all other duties as assigned.


  • Requires high school diploma or equivalent.

  • Some college preferred.

  • Requires a minimum of one years of related experience with resolving complex customer inquiries and complaints, preferably in a financial institution.

  • Requires the ability to work with minimal supervision, and at times under very busy conditions with proficiency in typing, word processing software applications, spreadsheet software applications and the ability to communicate highly effectively, both verbally and in writing.

  • Flexibility with work schedule is also required.

See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package

  • Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance

Dependent and Medical Care - Flexible Spending Accounts

Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match

Education reimbursement for approved programs

UNIFY banking privileges for you and your family

  • All programs subject to review and change

UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at

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Contact Center Rep. I - Generalist

Unify Financial Credit Union