Member Solutions & Financial Wellness Advisor

Desert-Financial-Credit-Union; Gilbert (AZ); On-site; USD 40,000 - 50,000; Full time

Job summary

Desert Financial Credit Union is seeking a Member Solutions Representative in Gilbert, AZ to deliver onboarding, build strong member relationships, and drive engagement with financial products and digital tools. You will handle advanced transactions with accuracy and resolve escalations with professionalism.

The role requires a high school diploma or GED, 1+ year(s) of sales and service experience, and NMLS/Notary qualifications.

Qualifications

• High School Diploma or GED is required.
• Minimum 1+ year(s) of experience in Sales and Service is required.
• Notary public certification is required by state.
• Registration through the Nationwide Mortgage Lending System and Registry (NMLS) is required.

Responsibilities

• Deliver onboarding and relationship-building experiences with comprehensive financial conversations.
• Use a consultative sales approach to recommend products and services that fit member needs.
• Educate members on digital tools like online banking and mobile apps.
• Handle advanced member transactions and accounts servicing with accuracy.
• Resolve escalations promptly and maintain compliant documentation.

Skills

Customer service

Sales

Communication

Attention to detail

Empathy

Education

High School Diploma or GED

Job description

Desert Financial Credit Union is seeking a Member Solutions Representative in Gilbert, AZ to deliver onboarding, build strong member relationships, and drive engagement with financial products and digital tools. You will handle advanced transactions with accuracy and resolve escalations with professionalism.

The role requires a high school diploma or GED, 1+ year(s) of sales and service experience, and NMLS/Notary qualifications.