Bilingual Member Solutions Specialist

Desert Financial Credit Union

Mesa (AZ)

On-site

USD 38,000 - 52,000

Full time

7 days ago
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Job summary

Desert Financial Credit Union seeks a Member Solutions Representative (MSR) to deliver expert service and personalized assistance across a broad range of financial needs. The role focuses on onboarding, consultative conversations, and accurate handling of complex transactions while maintaining high standards of compliance and member satisfaction.

Ideal candidates have 1+ years in Sales and Service, strong attention to detail, and the ability to work with digital banking tools.

Qualifications

  • High School Diploma or GED required.
  • 1+ years of experience in Sales and Service required.
  • Strong attention to detail and accuracy in handling transactions and documentation.
  • Notary or ability to become Notary Public required; familiarity with mortgage lending processes (NMLS).

Responsibilities

  • Engage with members to onboard and consult on financial products and services.
  • Handle a broad range of member transactions with accuracy and compliance.
  • Assist with business and lending relationships and support account servicing.
  • Escalate complex issues with ownership and follow-up to ensure member satisfaction.

Skills

Sales and Service
Customer service
Attention to detail
Communication skills
Technology affinity

Education

High School Diploma or GED

Tools

NMLS system
Online banking platforms

Job description

Desert Financial Credit Union seeks a Member Solutions Representative (MSR) to deliver expert service and personalized assistance across a broad range of financial needs. The role focuses on onboarding, consultative conversations, and accurate handling of complex transactions while maintaining high standards of compliance and member satisfaction.

Ideal candidates have 1+ years in Sales and Service, strong attention to detail, and the ability to work with digital banking tools.

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