Senior Member Solutions Advisor

Desert-Financial-Credit-Unio

Chandler (AZ)

On-site

USD 45,000 - 65,000

Full time

14 days+

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Job summary

Desert Financial Credit Union in Chandler, AZ seeks a Senior Member Solutions Representative to deliver expert‑level service, onboard members, and support lending and business accounts. You will resolve complex member requests with independence and uphold compliance and accuracy across systems.

Requirements include 1+ year in sales/service, cash handling, and a financial-institution background; notary and NMLS registration are required.

Qualifications

1+ years of experience in Sales and Service is required.
1+ years of cash handling experience is required.
1+ years of previous financial institution experience is required.
Demonstrates expert-level attention to detail and accuracy; maintains accuracy across multiple systems.

Responsibilities

Deliver expert-level member service and relationship-building experiences by conducting comprehensive financial conversations and assisting with account setup.
Provide advanced onboarding and consultative financial support using a consultative sales approach, leveraging data and referrals.
Promote digital tool adoption by educating members on online banking and mobile apps; provide proactive outreach.
Handle advanced transactions and account servicing with precision, including wires, debit card issues, and specialty accounts.
Serve as a senior escalation resource by resolving escalated, high-risk, and complex member issues.