Member Solutions & Onboarding Expert

Desert Financial Credit Union; Mesa (AZ); On-site; USD 38,000 - 60,000; Full time

Job summary

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to provide exceptional onboarding and consultative member engagement. You will handle a broad range of account servicing, with a focus on accurate transactions and compassionate member interactions across digital channels.

This role emphasizes relationship building, product recommendations, and adherence to compliance standards while supporting business and lending activities.

Qualifications

• Requires High School Diploma or GED.
• 1+ years of Sales and Service experience.
• Strong attention to detail and accuracy in transactions and audits.
• Ability to handle emotionally sensitive situations with empathy.
• Excellent listening and questioning to uncover member needs.
• Willingness to work with digital banking tools and processes.
• NMLS registration and notary certification required.

Responsibilities

• Deliver onboarding and relationship-building conversations with members.
• Recommend relevant products and services to drive engagement.
• Educate members on online banking and mobile apps.
• Handle a wide range of member transactions with accuracy.
• Resolve complex member issues with ownership and professionalism.
• Support business and lending relationships with account openings.
• Maintain proficiency in front-line responsibilities and seek training.
• Perform other duties as assigned.

Skills

Sales & Service

Active Listening

Communication

Problem Solving

Relationship Building

Digital Tools

Education

High School Diploma or GED

Tools

NMLS Registry

Notary Public

Job description

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to provide exceptional onboarding and consultative member engagement. You will handle a broad range of account servicing, with a focus on accurate transactions and compassionate member interactions across digital channels.

This role emphasizes relationship building, product recommendations, and adherence to compliance standards while supporting business and lending activities.