Bilingual Member Solutions Specialist

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 40,000 - 56,000; Full time

Job summary

Desert Financial Credit Union is seeking a Member Solutions Representative in Phoenix to provide advanced service and personalized assistance across a broad range of financial needs. You will guide new member onboarding, support lending and business accounts, and resolve complex requests with accuracy.

You will use a consultative approach, educate members on digital banking tools, and escalate issues with professionalism.

Qualifications

• 1+ years of experience in Sales and Service is required.
• High School Diploma or GED is required.
• Strong attention to detail and accuracy in executing transactions and maintaining compliance.
• Excellent communication and active listening skills for onboarding and lending conversations.
• Familiarity with digital banking tools and a customer-centric mindset is beneficial.

Responsibilities

• Deliver onboarding and relationship-building experiences through comprehensive financial conversations.
• Assist with account setup and identify opportunities to strengthen member financial wellbeing.
• Promote digital tools adoption by educating members on online banking and mobile apps.
• Handle a wide range of member transactions with precision and compliance.
• Resolve complex member issues with sound judgment and timely follow-up.

Skills

Sales and Service

Attention to detail

Communication skills

Tech literacy

Empathy

Education

High School Diploma or GED

Job description

Desert Financial Credit Union is seeking a Member Solutions Representative in Phoenix to provide advanced service and personalized assistance across a broad range of financial needs. You will guide new member onboarding, support lending and business accounts, and resolve complex requests with accuracy.

You will use a consultative approach, educate members on digital banking tools, and escalate issues with professionalism.