Member Solutions Advisor & Onboarding Specialist

Desert-Financial-Credit-Unio; Prescott Valley (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Desert Financial Credit Union is hiring a Sales Associate at our Prescott Valley branch. You will provide elevated service, onboarding, and consultative sales to build member relationships while handling a variety of transactions with accuracy.

You will guide members through digital tools, assist with account setup and loans, and stay compliant with policies. Notary and NMLS registration are required.

Qualifications

• 1+ years of experience in Sales and Service.
• Strong attention to detail and accuracy in handling financial transactions.
• Comfort with digital banking tools and helping members use online banking and apps.
• Ability to communicate clearly with members and colleagues across channels.

Responsibilities

• Deliver exceptional onboarding and relationship-building experiences for members.
• Promote products and services through consultative sales conversations.
• Assist with account setup and maintenance, loan applications, and digital tool adoption.
• Handle a wide range of member transactions with accuracy and compliance.
• Resolve complex member inquiries with professionalism and ownership.

Skills

Sales & Service experience

Cash handling experience

Attention to detail

Digital banking tools

Strong communication

Education

High School Diploma or GED

Tools

NMLS

Notary Public

Job description

Desert Financial Credit Union is hiring a Sales Associate at our Prescott Valley branch. You will provide elevated service, onboarding, and consultative sales to build member relationships while handling a variety of transactions with accuracy.

You will guide members through digital tools, assist with account setup and loans, and stay compliant with policies. Notary and NMLS registration are required.