Job Description

Who you are...

You are a driven, results-oriented professional, with a drive to be the very best. You have an obvious passion, excitement, and optimism to work with our members to create exceptional experiences through providing financial solutions while achieving and contributing to individual and team goals.

At Desert Financial Credit Union, excellence is recognized, appreciated and very well-rewarded! In fact, we believe in sharing success with our members, employees, and the community we serve.

Interested in finding out more? Of course you are! Here’s a taste of how you’ll make your mark with us.

As a Universal Member Advocate, a typical week might include the following...

Provide exceptional experiences with a high level of integrity, professionalism and charisma, while communicating the value of being a Credit Union consumer by offering products and services.

Process consumer inquiries and financial transactions accurately, assist with operational responsibilities, and maintain flexibility between performing service and sales related transactions.

Perform a wide variety of member services including; regular account maintenance, ownership changes, account research, wires requests, IRA transactions, automatic transfer requests, disputes, serve as notary public, close accounts, etc.

Effectively communicate and correspond with consumers, internal and external lines of business through a variety of different channels (phone, email, on-online messaging).

Proactively identify opportunities for self-development while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality.

Promote organizational initiatives by performing member outreach activities to expand existing member relationships.

Perform other job related duties as assigned.

This role might be for you if you have...

High School Diploma or GED.

1 years of sales & service experience.

Strong computer literacy, data entry, & typing skills.

Strong mathematical and logic skills.

Exemplary organizational, problem solving, and communication skills.

Highly detail oriented.

Bonus points if you have

Cash handling experience.

Previous Financial Institution experience.

Your registration with NMLS. It is a requirement of this position that individuals be registered though the National Mortgage Lending System and Registry (NMLS). This can happen post-hire if you are not already registered.

About us

We are considered leaders in the local credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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