Member Solutions & Onboarding Specialist

Desert Financial Credit Union; Chandler (AZ); On-site; USD 36,000 - 56,000; Full time

Job summary

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to provide advanced service and support across a broad range of financial needs. You will build deep member relationships through consultative conversations, onboarding, and specialized account services across digital and in-branch channels.

You will handle a mix of onboarding, servicing, and complex transactions, maintaining high accuracy, compliance, and professionalism while driving member engagement and

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.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
• Previous financial institution experience preferred.

Responsibilities

• Deliver onboarding and relationship-building experiences by conducting comprehensive financial conversations, assisting with account setup, and identifying opportunities to strengthen member financial wellbeing.
• Use a consultative sales approach, leveraging data, referrals, and outbound calling to recommend relevant products and services that drive member engagement and meet member financial wellbeing needs.
• Promote member engagement and self-service tool adoption by educating members on digital tools such as online banking and mobile apps; provide proactive outreach and follow-up to enhance member convenience and satisfaction.
• Provide accurate, compliant, and advanced service by executing a wide range of member transactions and account servicing with precision and care.
• Handle more advanced transactions and complex requests such as wires, debit card issues, savings bonds, and specialty accounts (POA, FBO, Trust/Estate, and Deceased accounts) while upholding operational standards and compliance.
• Resolve complex member issues by demonstrating sound judgment, ownership, and professionalism.
• Support business and lending relationships through accurate account opening, maintenance, and loan application assistance.
• Develop expertise and support branch performance by maintaining proficiency in all core front-line responsibilities.
• Explore and take advantage of opportunities to pursue Branch Operations (BR Ops) designation.
• Other duties as assigned.

Skills

Sales & Service Experience

Customer Service

Active Listening

Problem Solving

Attention to Detail

Communication Skills

Growth Mindset

Team Collaboration

Education

High School Diploma or GED

Job description

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to provide advanced service and support across a broad range of financial needs. You will build deep member relationships through consultative conversations, onboarding, and specialized account services across digital and in-branch channels.

You will handle a mix of onboarding, servicing, and complex transactions, maintaining high accuracy, compliance, and professionalism while driving member engagement and