Member Solutions Consultant

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

Job summary

Desert Financial Credit Union in Tempe, AZ is seeking a energetic Member Solutions Representative to deliver onboarding and consultative service across a broad range of financial needs, building lasting relationships with members.

You will handle a variety of transactions, educate members on digital banking tools, and support lending and business accounts while maintaining accuracy and compliance across channels.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service.
• Previous Cash Handling Experience preferred.
• Previous financial institution experience preferred.
• Strong attention to detail and accuracy; demonstrates precision in executing complex transactions and account servicing; maintains accuracy across multiple systems and ensures all documentation meets compliance and audit standards.
• Manages emotionally sensitive situations with empathy, professionalism, and composure to build trust and resolve concerns.
• Exercises sound judgment when processing transactions, addresses fraud or risk concerns, and ensures timely, accurate resolution.
• Uses active listening and investigative questioning to uncover member needs; communicates with clarity and confidence.
• Change agile with ability to adapt to changing priorities and digital tools; flexible in a fast-paced environment.
• 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.

Responsibilities

• Deliver onboarding and relationship-building experiences by conducting comprehensive financial conversations and assisting with account setup.
• Use a consultative sales approach to recommend relevant products and services.
• Educate members on digital tools such as online banking and mobile apps; provide proactive outreach.
• Provide accurate, compliant, and advanced service by executing a wide range of member transactions and account servicing.
• Handle more advanced transactions and complex requests such as wires, debit card issues, savings bonds, and specialty accounts.
• Resolve complex member issues by demonstrating sound judgment, ownership, and professionalism.
• Support business and lending relationships through accurate account opening and loan application assistance.
• Participate in ongoing training and pursue Branch Operations designation where applicable.

Skills

Sales & Service experience

Customer service

Notary public

NMLS registration

Digital banking tools

Attention to detail

Communication skills

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Tempe, AZ is seeking a energetic Member Solutions Representative to deliver onboarding and consultative service across a broad range of financial needs, building lasting relationships with members.

You will handle a variety of transactions, educate members on digital banking tools, and support lending and business accounts while maintaining accuracy and compliance across channels.