Onsite Member Solutions Specialist — Banking & Onboarding

Desert-Financial-Credit-Union; Mesa (AZ); On-site; USD 42,000 - 52,000; Full time

Job summary

Desert Financial Credit Union in Mesa, AZ seeks a Member Solutions Representative (MSR) to provide advanced service and support across a broad range of financial needs. You will resolve complex member requests, guide onboarding, and promote digital tool adoption to enhance member convenience and satisfaction.

You will handle a variety of transactions with precision, maintain compliance, and build lasting relationships through consultative conversations that support financial wellbeing.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Notary – State Certification registered required.
• Ability to be registered through the Nationwide Mortgage Licensing System (NMLS) required.
• Strong attention to detail and accuracy with compliance standards.

Responsibilities

• Provide advanced service and support across a broad range of financial needs.
• Handle a wide range of member transactions and account servicing with precision.
• Educate members on digital tools and promote self-service adoption.
• Assist with onboarding, lending, and business conversations to strengthen member relationships.
• Resolve complex member issues with sound judgment and ownership.

Skills

Active listening

Investigative questioning

Clear communication

Attention to detail

Empathy

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Mesa, AZ seeks a Member Solutions Representative (MSR) to provide advanced service and support across a broad range of financial needs. You will resolve complex member requests, guide onboarding, and promote digital tool adoption to enhance member convenience and satisfaction.

You will handle a variety of transactions with precision, maintain compliance, and build lasting relationships through consultative conversations that support financial wellbeing.