Bilingual Teller & Member Services Specialist

Desert-Financial-Credit-Union; Phoenix (AZ); On-site; USD 32,000 - 42,000; Full time

Job summary

Desert Financial Credit Union in Phoenix, AZ seeks a Sales Associate to welcome members, handle transactions, and deliver friendly, accurate service that supports financial wellbeing and trust in the branch.

In this on-site, full-time role, you will learn Desert Financial’s products, encourage self-service tools, and work with a cooperative team to meet daily branch goals.

Notary certification within 30 days is preferred.

Qualifications

• High School Diploma or GED required.
• 1+ years of Sales and Service experience required.
• Cash handling experience preferred.
• Notary certification within 30 days preferred.
• Financial institution experience preferred.

Responsibilities

• Build trusted member relationships by welcoming members to the branch, managing lobby traffic and appointment scheduling, and providing courteous, professional, and solutions-oriented support that fosters long-term trust.
• Deliver accurate, compliant, and professional service by processing member transactions such as deposits, withdrawals, check payments, and account servicing with precision and care.
• Engage members in consultative conversations to identify member financial needs, provide basic financial guidance, and submit qualified referrals.
• Use and promote digital tools and CRM systems to accurately complete transactions and assist members in adopting self-service options.
• Pursue continuous learning and development by participating in coaching, feedback sessions, and cross-training opportunities.

Skills

Customer service

Cash handling

Sales experience

Financial services

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Phoenix, AZ seeks a Sales Associate to welcome members, handle transactions, and deliver friendly, accurate service that supports financial wellbeing and trust in the branch.

In this on-site, full-time role, you will learn Desert Financial’s products, encourage self-service tools, and work with a cooperative team to meet daily branch goals.

Notary certification within 30 days is preferred.