Member Solutions Specialist: Onboarding & Finance Guidance

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 36,000 - 54,000; Full time

Job summary

Desert Financial Credit Union is seeking an Member Solutions Representative to deliver onboarding and trusted service across member accounts, loans, and digital tools. You will engage members with consultative conversations, guide them through setup, and promote online banking and mobile app usage.

The role calls for accuracy in handling a variety of transactions, adherence to compliance, and strong relationship-building to support branch goals and member financial wellbeing.

Qualifications

• High School Diploma or GED required.

Responsibilities

• Deliver exceptional onboarding and relationship-building experiences by conducting comprehensive financial conversations, assisting with account setup, and identifying opportunities to strengthen member financial wellbeing.
• Use a consultative sales approach, leveraging data, referrals, and outbound calling to recommend relevant products and services that drive member engagement and meet member financial wellbeing needs.
• Promote member engagement and self-service tool adoption by educating members on digital tools such as online banking and mobile apps; provide proactive outreach and follow-up to enhance member convenience and satisfaction.
• Provide accurate, compliant, and advanced service by executing a wide range of member transactions and account servicing with precision and care.
• Handles more advanced transactions and complex requests such as wires, debit card issues, savings bonds, and specialty accounts (POA, FBO, Trust/Estate, and Deceased accounts) while upholding operational standards and 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 by maintaining proficiency in all core front-line responsibilities.
• Participate in ongoing training, coaching and feedback sessions.
• Explore and take advantage of opportunities to pursue Branch Operations (BR Ops) designation.
• Other duties as assigned.

Job description

Desert Financial Credit Union is seeking an Member Solutions Representative to deliver onboarding and trusted service across member accounts, loans, and digital tools. You will engage members with consultative conversations, guide them through setup, and promote online banking and mobile app usage.

The role calls for accuracy in handling a variety of transactions, adherence to compliance, and strong relationship-building to support branch goals and member financial wellbeing.