Hybrid Member Experience Specialist

Desert-Financial-Credit-Union; Phoenix (AZ); Hybrid; USD 38,000 - 54,000; Full time

Job summary

Desert Financial Credit Union in Phoenix seeks a Sales Associate to answer and resolve member inquiries by phone, delivering world-class service with effective communication and product knowledge.

You will handle account maintenance, transactions, and online banking support, with schedule flexibility in a stable, team-focused environment. Prioritize customer needs and upsell where appropriate.

Qualifications

• High School Diploma or GED required.
• 1+ years customer service experience required.
• 1+ years experience working in a contact center preferred.
• 1+ years Financial services experience preferred.
• Ability to provide outstanding customer service and assistance interacting with customers in both a service and sales environment over the phone required.
• Demonstrated ability to manage emotional and high-pressure situations in a calm and steady manner.

Responsibilities

• Answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call.
• Communicate clearly and appropriately in all channels.
• Effectively and efficiently execute the most appropriate processes and procedures to resolve member requests.
• Demonstrate system knowledge by navigating between systems and educating members on products/services.
• Create and maintain documentation to manage and/or close calls and escalate when needed.

Skills

Customer service

Phone support

Communication skills

Problem solving

Multi-system navigation

Education

High School Diploma or GED

Tools

CRM systems

Multi-system software

Job description

Desert Financial Credit Union in Phoenix seeks a Sales Associate to answer and resolve member inquiries by phone, delivering world-class service with effective communication and product knowledge.

You will handle account maintenance, transactions, and online banking support, with schedule flexibility in a stable, team-focused environment. Prioritize customer needs and upsell where appropriate.