Member Solutions Advisor — Banking & Onboarding

Desert-Financial-Credit-Union; Phoenix (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Desert Financial Credit Union in Laveen, AZ seeks a Sales Associate to deliver exceptional member onboarding, engage through consultative conversations, and promote digital banking tools. You will assist with account setup, support lending and business accounts, and build lasting member relationships.

The role requires a High School diploma or GED, 1+ year in sales and service, notary and NMLS registration, strong accuracy, and the ability to handle sensitive situations with empathy.

Qualifications

• High School Diploma or GED is required.
• 1+ years of experience in Sales and Service is required.
• Strong attention to detail and accuracy is required.
• Ability to be registered through the Nationwide Mortgage Licensing System and Registry (NMLS) is required.
• Notary – State Certification Registered is required.

Responsibilities

• Engage with members to onboard and build relationships, guiding financial conversations toward goals.
• Promote self-service tools and educate on online banking and mobile apps.
• Handle a wide range of member transactions with accuracy and compliance.
• Resolve complex member issues with sound judgment and timely follow‑up.
• Support business and lending relationships through account opening and loan application support.
• Maintain proficiency in core front‑line duties and pursue BR Ops designation.

Skills

Sales & Service

Communication

Empathy

Education

High School diploma or GED

Job description

Desert Financial Credit Union in Laveen, AZ seeks a Sales Associate to deliver exceptional member onboarding, engage through consultative conversations, and promote digital banking tools. You will assist with account setup, support lending and business accounts, and build lasting member relationships.

The role requires a High School diploma or GED, 1+ year in sales and service, notary and NMLS registration, strong accuracy, and the ability to handle sensitive situations with empathy.