Hybrid Inbound Sales & Member Engagement Advocate

Desert-Financial-Credit-Union; Phoenix (AZ); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Desert Financial Credit Union in Phoenix, AZ is seeking an Inside Sales - Inbound Member Engagement Advocate to respond to member sales inquiries via phone, provide consultative financial solutions, and deepen member relationships.

You will leverage knowledge of credit union products such as loans, deposits, and cards, deliver accurate and professional experiences, and work in a high-volume, service-driven environment with a hybrid schedule.

Qualifications

• 2+ years of customer service experience in a contact center or financial services industry.
• 1+ years of sales experience meeting objectives in financial services or retail.
• Working knowledge of NMLS licensing requirements and compliance.

Responsibilities

• Respond to member sales inquiries primarily by phone with a consultative approach.
• Recommend financial products and services to meet member needs and organizational goals.
• Manage a high-volume workload with strong attention to accuracy and service quality.
• Maintain knowledge of processes, procedures, and regulatory guidelines.
• Perform other job-related duties as assigned.

Skills

Customer service

Sales objectives

Communication skills

Problem solving

Time management

Microsoft Office

Phone/chat systems

Salesforce.com

Education

High School Diploma or GED

NMLS license

Tools

Salesforce.com

Microsoft Office

Contact Center systems

Job description

Desert Financial Credit Union in Phoenix, AZ is seeking an Inside Sales - Inbound Member Engagement Advocate to respond to member sales inquiries via phone, provide consultative financial solutions, and deepen member relationships.

You will leverage knowledge of credit union products such as loans, deposits, and cards, deliver accurate and professional experiences, and work in a high-volume, service-driven environment with a hybrid schedule.