Member Solutions & Onboarding Specialist

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

Job summary

Desert Financial Credit Union is seeking a Sales Associate to provide exceptional member service and support across a range of financial needs. You will handle onboarding, account servicing, and consultative product recommendations in a fast-paced branch environment.

Qualified candidates bring 1+ year of sales and service experience, strong attention to detail, and comfort with digital banking tools. This full-time on-site role emphasizes accurate processing and member satisfaction.

Qualifications

• High School Diploma or GED is required.
• 1+ years of experience in Sales and Service is required.
• Previous cash handling experience is preferred.
• Previous financial institution experience is preferred.
• Strong attention to detail and accuracy in executing complex transactions and account servicing is required.
• Ability to handle emotionally sensitive situations with empathy and professionalism is required.
• Comfort with changing priorities and digital tools is required.

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.
• Promote digital tools education and proactive outreach to enhance member convenience and satisfaction.
• Provide accurate, compliant, and advanced service by executing a wide range of member transactions and account servicing.
• Resolve complex member issues with sound judgment, ownership, and professionalism.
• Support business and lending relationships through accurate account opening, maintenance, and loan application assistance.
• Participate in ongoing training and coaching sessions.

Skills

Sales & Service

Customer service

Communication

Cash handling

Problem solving

Teamwork

Education

High School Diploma or GED

Job description

Desert Financial Credit Union is seeking a Sales Associate to provide exceptional member service and support across a range of financial needs. You will handle onboarding, account servicing, and consultative product recommendations in a fast-paced branch environment.

Qualified candidates bring 1+ year of sales and service experience, strong attention to detail, and comfort with digital banking tools. This full-time on-site role emphasizes accurate processing and member satisfaction.