Member Experience Advisor

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Desert Financial Credit Union in Phoenix seeks a Member Engagement Associate I to answer and resolve member inquiries about account maintenance and general banking matters, via phone. You will deliver world-class service through effective communication, problem solving, and product knowledge.

You will stay patient and steady, handle calls in queue, document interactions, and escalate when needed. Schedule flexibility is required to support member needs and team goals.

Qualifications

• 1+ years customer service experience
• 1+ years experience working in a contact center (preferred)
• 1+ years Financial services experience (preferred)
• Ability to provide outstanding customer service interacting with customers over the phone
• Excellent communication and active listening skills
• Ability to work with multiple systems and stay organized

Responsibilities

• Answer and resolve member inquiries regarding account maintenance and general banking matters via phone
• Demonstrate effective communication and problem solving to deliver world-class service
• Navigate between banking systems and explain products/services to members
• Document calls, manage queue, and escalate when necessary to resolve issues
• Provide consultative services aligned to member needs and educate on relevant products/services
• Protect confidential information and educate members on fraud awareness

Skills

Customer service

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Phoenix seeks a Member Engagement Associate I to answer and resolve member inquiries about account maintenance and general banking matters, via phone. You will deliver world-class service through effective communication, problem solving, and product knowledge.

You will stay patient and steady, handle calls in queue, document interactions, and escalate when needed. Schedule flexibility is required to support member needs and team goals.