Member Solutions Pro: Onboarding & Financial Wellness

Desert-Financial-Credit-Union; Chandler (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Desert Financial Credit Union in Chandler, AZ is hiring a Member Solutions Representative to deliver advanced service and support across a broad range of financial needs. You will assist with onboarding, perform account servicing, and guide members through digital tools to enhance their banking experience.

As a trusted branch professional, you will handle complex transactions, maintain compliance, and build lasting member relationships through consultative conversations.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Notary and NMLS registration required.
• Strong attention to detail and accuracy; capable of handling complex transactions and account servicing.

Responsibilities

• Deliver onboarding and relationship-building experiences and assist with account setup.
• Use consultative sales approach to recommend products and services.
• Educate members on digital tools and promote self-service adoption.
• Handle advanced transactions and account servicing with precision.
• Resolve complex member issues and ensure timely follow-up.
• Support business and lending relationships and promote long-term relationships.
• Pursue Branch Operations designation and participate in training.
• Other duties as assigned.

Skills

Sales experience

Customer service

Attention to detail

Notary certification

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Chandler, AZ is hiring a Member Solutions Representative to deliver advanced service and support across a broad range of financial needs. You will assist with onboarding, perform account servicing, and guide members through digital tools to enhance their banking experience.

As a trusted branch professional, you will handle complex transactions, maintain compliance, and build lasting member relationships through consultative conversations.