Member Solutions & Onboarding Specialist

Desert Financial Credit Union; Prescott (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to deliver exceptional onboarding and consultative service to members. You will handle a broad range of transactions, educate members on online banking and mobile apps, and guide them through account setup while identifying opportunities to strengthen financial wellbeing.

You will resolve complex requests with professionalism and care, support lending and business services, and stay compliant with regulatory

Qualifications

• 1+ years of experience in Sales and Service.
• Strong attention to detail and accuracy in handling complex transactions and documentation.
• Previous financial institution experience preferred.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
• Notary - State Certification Registered and serve as a Notary Public required.

Responsibilities

• Deliver exceptional onboarding and relationship-building experiences by conducting comprehensive conversations, assisting with account setup, and identifying opportunities to strengthen member financial wellbeing.
• Use a consultative sales approach to recommend relevant products and services that drive member engagement.
• Promote self-service tool adoption by educating members on online banking and mobile apps; provide proactive outreach and follow-up.
• Provide accurate, compliant, and advanced service by executing member transactions and account servicing with precision and care.
• Handle advanced transactions and complex requests such as wires, debit card issues, savings bonds, and specialty accounts while upholding 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 through ongoing training and coaching.

Skills

Sales & Service

Education

High School Diploma or GED

Tools

NMLS

Job description

Desert Financial Credit Union is seeking a Member Solutions Representative (MSR) to deliver exceptional onboarding and consultative service to members. You will handle a broad range of transactions, educate members on online banking and mobile apps, and guide them through account setup while identifying opportunities to strengthen financial wellbeing.

You will resolve complex requests with professionalism and care, support lending and business services, and stay compliant with regulatory