Member Solutions Pro: Onboarding & Financial Wellness

Desert-Financial-Credit-Union; Prescott Valley (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Desert Financial Credit Union in Prescott Valley seeks a Member Solutions Representative to provide advanced service and support across a broad range of financial needs. You will guide onboarding, engage members with consultative conversations, and promote digital tools while ensuring accuracy and compliance.

The role emphasizes relationship-building, cross-selling opportunities, and handling complex transactions to support member financial wellbeing as a trusted branch professional.

Qualifications

• Experience in customer service and sales environments.
• Ability to handle transactions accurately and securely.
• Familiarity with financial products and member inquiries.

Responsibilities

• Deliver onboarding and relationship-building experiences through comprehensive financial conversations and account setup.
• Recommend products and services via consultative sales to drive member engagement.
• Educate members on digital tools like online banking and mobile apps.
• Handle advanced member transactions and account servicing with precision.
• Resolve escalations with sound judgment and communication.
• Support business and lending relationships through accurate account opening and loan application assistance.
• Maintain proficiency in core front-line responsibilities and participate in training.

Skills

Customer service

Sales experience

Cash handling

Attention to detail

Education

High School Diploma

Job description

Desert Financial Credit Union in Prescott Valley seeks a Member Solutions Representative to provide advanced service and support across a broad range of financial needs. You will guide onboarding, engage members with consultative conversations, and promote digital tools while ensuring accuracy and compliance.

The role emphasizes relationship-building, cross-selling opportunities, and handling complex transactions to support member financial wellbeing as a trusted branch professional.