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OneAZ Credit Union
This role provides comprehensive back-office support for Wealth Advisors at the corporate office, focusing on building and maintaining client relationships through exceptional customer service and operational assistance. The position involves managing client communications, scheduling appointments, processing account updates, and supporting business development initiatives. It requires a strong understanding of the investment industry to effectively assist clients and the wealth management team.
Manage checking, savings, auto loans, mortgages, and digital banking with OneAZ Credit Union. Trusted Arizona personal banking solutions with local support.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OneAZ Credit Union.
20% below the average for this role
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