Desert Financial Credit Union · 2 weeks ago
Bilingual Member Solutions Representative - Watson Walmart
Buckeye, Arizona, United States
Full-time
Onsite
Entry Level
1+ years expDesert Financial Credit Union is a growing leader in the local credit union space. They are seeking a Bilingual Member Solutions Representative to maintain and deepen financial relationships with members by consulting on various financial products and services, while delivering exceptional member experiences.
BankingFinance
Responsibilities
Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and business loans, home loans, and/or wealth management services
Deliver exceptional member experiences
Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being
Avidly promote and educate members on alternative ways to bank with DFCU – mobile, ATMs, etc
Manage individual performance by building and maintaining a strong referral base and pipeline of new and existing members through internal and external outreach programs, including community outreach strategies to increase overall performance
Proactively identify opportunities for self-development while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality
Serve as a subject matter expert for members and Experience Specialists
Perform transactions, including, but not limited to; withdrawals, deposits, check cashing, loan payments, and account maintenance
Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies
Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers
Perform other job-related duties as assigned
Qualification
Required
H.S. Diploma or GED required
1+ years of experience in Sales and Service
Exemplary organizational, problem solving, and verbal and written communication skills
Excellent time management skills
Strong Mathematical and logic skills
Can demonstrate the ability to connect and build rapport quickly
Preferred
Cash handling experience
Previous financial institution experience
Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS); and to be registered and serve as a Notary Public
Company
Desert Financial Credit Union
Desert Financial Credit Union is a credit union that offers financial solutions to members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Meshey
President and CEO
Jack Biggs, CFA
Senior Vice President / Chief Financial Officer
Recent News
GlobeNewswire
2026-01-20
PR Newswire
2026-01-05
2025-12-10
Company data provided by crunchbase