Desert Financial Services · 6 hours ago
Digital Engagement Associate
United States
Full-time
Remote
Entry Level
2+ years expDesert Financial is a credit union seeking a Digital Engagement Associate to enhance member interactions through digital channels. The role involves responding to member inquiries, providing accurate information, and making product recommendations to strengthen relationships and support organizational growth.
ConsultingFinancial ServicesRetirementRisk Management
Responsibilities
Provide prompt, efficient, and accurate service in response to digital and phone requests, inquiries, or problems by researching and providing effective solutions that support member satisfaction and loyalty
Create exceptional member experiences to achieve organizational objectives through in-depth knowledge of credit union products and services. Accurately assess member needs, educate members and recommend appropriate financial solutions that contribute to growth and engagement
Demonstrate exceptional written and verbal communication skills with a high attention to detail and the ability to adapt tone for digital environments. Identify trends, escalate priority issues and collaborate across teams to improve processes and member experiences
Exhibit high levels of personal drive and strong time management skills to effectively prioritize and manage workload to achieve performance objectives. Initiate and pursue self-development opportunities
Maintain and expand knowledge of systems, processes, procedures, and regulatory guidelines. Demonstrate learning agility to adapt to new tools, technologies, and procedures
Perform other job-related duties as assigned
Qualification
Required
High School Diploma or GED
2+ years of customer service experience
Exceptional written and verbal communication skills with the ability to tailor tone and approach for digital channels (chat, email, phone)
Strong problem-solving, analytical and decision-making skills to assess member needs and identify appropriate solutions
Demonstrated emotional intelligence and empathy to build trust and positive connections in a virtual environment
Strong organizational skills with the ability to manage multiple priorities and maintain attention to detail in a high-volume environment
Demonstrated competence using Microsoft Office Suite (Outlook, Excel, Word)
NMLS – Nationwide Multistate Licensing System
Preferred
1+ year Contact Center experience
Detailed knowledge of financial services and products such as auto loans, home equity loans, mortgage, deposit, and checking accounts
Extensive experience with member contact and ongoing relationship building
Contact Center experience working with chat, digital and/or phone systems
Working knowledge of Saleforce.com or similar CRM systems
Company
Desert Financial Services
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase