Senior Member Solutions & Onboarding Advisor

Desert-Financial-Credit-Union; Chandler (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

Desert Financial Credit Union in Chandler, AZ is seeking a Senior Member Solutions Representative to deliver expert-level service, assist with complex financial needs, and support branch operations. You will onboard members, promote digital tools, and handle advanced transactions with precision and compliance.

You will guide referrals, support lending and business accounts, and serve as a trusted escalation resource while maintaining a high level of professionalism.

Qualifications

• Strong customer service and relationship-building skills.
• Experience handling cash and complex financial transactions.
• Familiarity with banking policies, compliance and audit standards.
• Notary and NMLS registration required or willingness to obtain.
• Proven ability to work in a fast-paced retail banking environment.

Responsibilities

• Deliver expert-level member service and build relationships by conducting comprehensive financial conversations.
• Assist with account setup, onboarding, and cross-selling relevant products and services.
• Educate members on digital tools (online banking, mobile apps) and promote self-service adoption.
• Handle complex transactions (wires, specialty accounts) with accuracy and compliance.
• Provide escalation support and back-up coverage for branch leadership when needed.
• Support business and lending relationships through accurate account opening and loan application assistance.

Skills

Customer service

Sales

Cash handling

Financial institution experience

Attention to detail

NMLS registration

Notary

Digital tools proficiency

Education

High School Diploma or GED

Job description

Desert Financial Credit Union in Chandler, AZ is seeking a Senior Member Solutions Representative to deliver expert-level service, assist with complex financial needs, and support branch operations. You will onboard members, promote digital tools, and handle advanced transactions with precision and compliance.

You will guide referrals, support lending and business accounts, and serve as a trusted escalation resource while maintaining a high level of professionalism.