Member Solutions & Onboarding Specialist

Desert Financial Credit Union; Prescott Valley (AZ); In loco; USD 25.000 - 33.000; Tempo pieno

Descrizione del lavoro

Desert Financial Credit Union seeks a Member Solutions Representative to engage members, assist with onboarding, and deliver expert account servicing. You will guide members through setup, educate them on digital banking tools, and identify opportunities to strengthen financial wellbeing.

The role emphasizes consultative conversations, precise transaction handling, and collaboration with internal specialists to ensure seamless service across channels.

Competenze

• Requires 1+ years of experience in Sales and Service.
• Strong attention to detail and accuracy in handling transactions.
• Ability to manage emotionally sensitive situations with empathy and professionalism.
• Demonstrates sound judgment in processing transactions and addressing fraud or risk concerns.
• Excellent communication and active listening to guide onboarding, lending, and business conversations.
• Comfort with technology and a growth mindset for ongoing training and growth opportunities.

Mansioni

• Engage members with consultative conversations to onboard and deepen relationships.
• Assist with account setup and identify opportunities to strengthen member financial wellbeing.
• Educate members on digital tools like online banking and mobile apps to drive engagement.
• Handle advanced transactions and account servicing with accuracy and compliance.
• Resolve complex member issues with ownership and timely follow-up.
• Support business and lending relationships through accurate account opening and loan assistance.

Conoscenze

Active listening

Customer service

Empathy

Attention to detail

Professionalism

Communication

Formazione

High School Diploma or GED

Strumenti

NMLS

Digital banking tools

Descrizione del lavoro

Desert Financial Credit Union seeks a Member Solutions Representative to engage members, assist with onboarding, and deliver expert account servicing. You will guide members through setup, educate them on digital banking tools, and identify opportunities to strengthen financial wellbeing.

The role emphasizes consultative conversations, precise transaction handling, and collaboration with internal specialists to ensure seamless service across channels.