Member Solutions Specialist: Onboarding, Advice & Engagement

Desert Financial Credit Union; Mesa (AZ); On-site; USD 42,000 - 58,000; Full time

Job summary

Desert Financial Credit Union in Mesa, AZ is seeking a Member Solutions Representative to deliver advanced service and support across financial needs. The role focuses on onboarding, consultative product recommendations, and guiding members to digital tools for convenient self-service.

You will handle a range of transactions, including wires and specialty accounts, while maintaining high standards of accuracy and compliance, and you will collaborate with internal experts to grow member

Qualifications

• High School Diploma or GED required.
• 1+ years of Sales and Service experience required.
• Notary public certification and NMLS registration required.

Responsibilities

• Deliver onboarding and relationship-building experiences through comprehensive financial conversations and account setup.
• Use a consultative approach to recommend products and services that meet member needs.
• Educate members on digital tools (online banking, mobile apps) and promote self-service adoption.
• Execute a wide range of member transactions and account servicing with accuracy and compliance.
• Handle advanced transactions (wires, debit card issues, specialty accounts) with care and professionalism.
• Resolve complex member issues with sound judgment and timely follow-up.
• Support business and lending relationships through accurate account opening and loan assistance.

Skills

Sales experience

Customer service

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Mesa, AZ is seeking a Member Solutions Representative to deliver advanced service and support across financial needs. The role focuses on onboarding, consultative product recommendations, and guiding members to digital tools for convenient self-service.

You will handle a range of transactions, including wires and specialty accounts, while maintaining high standards of accuracy and compliance, and you will collaborate with internal experts to grow member