Member Solutions & Engagement Specialist

Desert Financial Credit Union; Mesa (AZ); On-site; USD 38,000 - 64,000; Full time

Job summary

Desert Financial Credit Union in Mesa, AZ is seeking a Member Solutions Representative to provide advanced service and support across a broad range of financial needs. The role emphasizes consultative conversations, onboarding new members, and promoting digital banking tools for a seamless experience across channels.

You will handle complex transactions, maintain compliance, and build lasting member relationships while aligning with Desert Financial’s commitment to service excellence.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Notary – State Certification registered and serve as a Notary Public required.

Responsibilities

• Deliver advanced member onboarding and relationship-building experiences through comprehensive financial conversations.
• Identify opportunities to strengthen member financial wellbeing and promote services.
• Educate members on digital tools such as online banking and mobile apps to drive engagement.
• Handle a wide range of member transactions and account servicing with precision and compliance.
• Resolve complex member issues with sound judgment and timely follow-up.

Job description

Desert Financial Credit Union in Mesa, AZ is seeking a Member Solutions Representative to provide advanced service and support across a broad range of financial needs. The role emphasizes consultative conversations, onboarding new members, and promoting digital banking tools for a seamless experience across channels.

You will handle complex transactions, maintain compliance, and build lasting member relationships while aligning with Desert Financial’s commitment to service excellence.