Member Solutions & Financial Wellness Specialist

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

Job summary

Desert Financial Credit Union in Phoenix, AZ, is seeking a Sales Associate to provide onboarding, account setup, and consultative service while guiding members toward appropriate financial solutions. This on-site, full-time role emphasizes relationship-building and adherence to service standards.

We require 1+ years in Sales and Service, a High School Diploma or GED, and notary plus NMLS registration. The position demands strong attention to detail, effective communication, and the ability to

Qualifications

• HS diploma or GED required.
• 1+ years of experience in Sales and Service.
• Notary and NMLS registration required.
• Strong attention to detail and accuracy in executing complex transactions and account servicing; compliant documentation.

Responsibilities

• Deliver onboarding and relationship-building experiences by conducting financial conversations and assisting with account setup.
• Use a consultative sales approach to recommend relevant products and services.
• Educate members on digital tools (online banking, mobile apps) and promote self-service adoption.
• Handle a wide range of transactions with accuracy and care, including advanced requests.
• Assist with wires, debit card issues, and specialty accounts while maintaining compliance.
• Resolve complex member issues with sound judgment and ownership.
• Support branch relationships and cross-sell while maintaining documentation and follow-up.

Skills

Customer service

Sales

Attention to detail

Active listening

Communication

Empathy

Adaptability

Fraud/risk awareness

Team collaboration

Education

High School Diploma or GED

NMLS registration

Notary Public certification

Job description

Desert Financial Credit Union in Phoenix, AZ, is seeking a Sales Associate to provide onboarding, account setup, and consultative service while guiding members toward appropriate financial solutions. This on-site, full-time role emphasizes relationship-building and adherence to service standards.

We require 1+ years in Sales and Service, a High School Diploma or GED, and notary plus NMLS registration. The position demands strong attention to detail, effective communication, and the ability to