Member Solutions Advisor — Onboarding & Digital Banking

Desert Financial Credit Union; Sun City (AZ); On-site; USD 34,000 - 50,000; Full time

Job summary

Desert Financial Credit Union in Sun City, AZ seeks a Sales Associate to deliver exceptional onboarding and member services. You will engage members with a consultative sales approach, promote digital banking tools, and handle a range of account transactions with accuracy.

Requires a High School Diploma or GED, 1+ year in Sales and Service, and NMLS and Notary certifications where applicable. Notary and compliance are emphasized in daily duties.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Notary – State Certification registered and Notary Public required.
• NMLS registration required.
• Strong attention to detail and accuracy in handling complex transactions.

Responsibilities

• Deliver onboarding and relationship-building experiences by conducting financial conversations and assisting with account setup.
• Use a consultative sales approach to recommend products and services.
• Educate members on digital tools and promote self-service adoption.
• Provide accurate, compliant account servicing and advanced transactions.
• Resolve complex member issues with sound judgment and ownership.

Skills

Customer service

Sales experience

Attention to detail

Communication skills

Tech proficiency

Education

High School Diploma

Tools

Online banking tools

Mobile banking

NMLS

Job description

Desert Financial Credit Union in Sun City, AZ seeks a Sales Associate to deliver exceptional onboarding and member services. You will engage members with a consultative sales approach, promote digital banking tools, and handle a range of account transactions with accuracy.

Requires a High School Diploma or GED, 1+ year in Sales and Service, and NMLS and Notary certifications where applicable. Notary and compliance are emphasized in daily duties.