Bilingual Member Experience & Engagement Associate

Desert-Financial-Credit-Union

Phoenix (AZ)

On-site

USD 38,000 - 52,000

Full time

2 days ago
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Job summary

Desert Financial Credit Union is seeking a Member Engagement Associate I to answer and resolve member inquiries about accounts and general banking matters over the phone. You will deliver world-class service through excellent listening, clear communication, and product knowledge, while maintaining confidentiality and safeguarding against fraud.

The role requires schedule flexibility and prior contact center or financial services experience.

Qualifications

  • High School Diploma or GED required.
  • 1+ years customer service experience required.
  • 1+ years experience in a contact center preferred.
  • Ability to provide outstanding customer service over the phone in a service and sales environment.
  • Demonstrated ability to manage emotional and high-pressure situations calmly.

Responsibilities

  • Answer and resolve member inquiries regarding account maintenance and general banking matters via phone.
  • Demonstrate excellent listening and communicate clearly across channels to verify resolution.
  • Navigate multiple systems to access member information and provide appropriate solutions.
  • Educate members on products and services to enhance their experience.
  • Create documentation and transfer requests as needed; escalate when necessary.
  • Maintain confidentiality and educate members on fraud prevention and phishing awareness.

Skills

Customer service
Active listening
Communication skills
Problem solving
Phone support
Multisystem navigation

Education

High School Diploma or GED

Job description

Desert Financial Credit Union is seeking a Member Engagement Associate I to answer and resolve member inquiries about accounts and general banking matters over the phone. You will deliver world-class service through excellent listening, clear communication, and product knowledge, while maintaining confidentiality and safeguarding against fraud.

The role requires schedule flexibility and prior contact center or financial services experience.

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