Senior Member Solutions Specialist - Expert Banking

Desert-Financial-Credit-Union; Phoenix (AZ); On-site; USD 52,000 - 72,000; Full time

Job summary

Desert Financial Credit Union in Phoenix, AZ is seeking a Senior Member Solutions Representative to deliver expert-level service to members with complex financial needs. You will resolve advanced requests, onboard new members, and support lending and business accounts, acting as a trusted escalation resource while upholding compliance and branch standards.

You will build lasting relationships through consultative conversations, promote digital tools adoption, and guide members to achieve their

Qualifications

• Minimum high school diploma or GED.
• At least 1+ years in sales/service.
• Cash handling experience required.
• Experience with financial institutions preferred.
• Strong attention to detail and accuracy.

Responsibilities

• Deliver expert-level member service and relationship-building experiences by conducting comprehensive financial conversations, assisting with account setup, and identifying opportunities to strengthen member financial wellbeing.
• Provide advanced onboarding and consultative financial support using 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.
• Execute a wide range of complex member transactions and account servicing with precision and care.
• Handle advanced, sensitive, high-impact transactions such as wires, debit card issues, savings bonds, and specialty accounts (POA, FBO, Trust/Estate, and Deceased accounts), while upholding standards.
• Serve as a senior escalation resource by resolving escalated, high-risk and complex member issues with sound judgment and ownership.
• Provide backup coverage and continuity for branch leadership in their absence and support branch operations.

Job description

Desert Financial Credit Union in Phoenix, AZ is seeking a Senior Member Solutions Representative to deliver expert-level service to members with complex financial needs. You will resolve advanced requests, onboard new members, and support lending and business accounts, acting as a trusted escalation resource while upholding compliance and branch standards.

You will build lasting relationships through consultative conversations, promote digital tools adoption, and guide members to achieve their