Member Onboarding & Solutions Specialist

Desert-Financial-Credit-Unio; Chandler (AZ); On-site; USD 23,000 - 30,000; Full time

Job summary

Desert Financial Credit Union in Chandler, AZ is seeking a Sales Associate (MSR) to deliver exceptional member service and consultative support across a range of financial needs. You will onboard new members, promote digital tools, and handle a variety of account services, including wires and specialty accounts.

The role requires a high school diploma, 1+ year sales/service experience, and credentials such as NMLS registration and Notary Public.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Previous cash handling experience preferred.
• Previous financial institution experience preferred.
• Strong attention to detail and accuracy in transactions and compliance required.
• Ability to handle emotionally sensitive situations with empathy and professionalism.
• Comfort with technology and digital tools; willingness to learn.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
• Notary – State Certification Registered and serve as a Notary Public required.
• We are an EEO/AA employer with pre-employment substance abuse testing.

Responsibilities

• Deliver onboarding and relationship-building experiences by conducting financial conversations, account setup, and identifying opportunities to strengthen member wellbeing.
• Use a consultative sales approach to recommend relevant products and services that drive member engagement.
• Educate members on digital tools such as online banking and mobile apps; provide proactive outreach.
• Execute a wide range of member transactions and account servicing with precision and care.
• Handle advanced transactions and complex requests such as wires, debit card issues, and specialty accounts.
• Resolve complex member issues with sound judgment and timely follow-up.
• Support business and lending relationships through accurate account opening and loan application assistance.
• Maintain proficiency in all core front-line responsibilities and participate in ongoing training.
• Pursue Branch Operations (BR Ops) designation as opportunities arise.
• Other duties as assigned.

Skills

Sales & Service

Cash handling

Attention to detail

Customer empathy

Technology familiarity

NMLS registration

Notary Public

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Chandler, AZ is seeking a Sales Associate (MSR) to deliver exceptional member service and consultative support across a range of financial needs. You will onboard new members, promote digital tools, and handle a variety of account services, including wires and specialty accounts.

The role requires a high school diploma, 1+ year sales/service experience, and credentials such as NMLS registration and Notary Public.