Desert Financial Services · 11 hours ago
Digital Engagement Advocate
Phoenix, AZ
Full-time
Onsite
Entry Level
2+ years expDesert Financial is a credit union focused on member success and engagement. The Digital Engagement Advocate role involves responding to sales inquiries via digital and phone channels, recommending financial products, and ensuring high-quality member interactions.
ConsultingFinancial ServicesRetirementRisk Management
Responsibilities
Provide exceptional digital and phone experiences by leveraging in-depth knowledge of credit union products and services
Accurately assess member needs to recommend appropriate financial solutions to meet member and organization objectives that drive digital engagement and adoption
Demonstrate strong personal drive, time management, and accountability to prioritize workload, pursue ongoing learning, and consistently meet or exceed individual sales and performance expectations
Demonstrate initiative by identifying and resolving member challenges, recognizing trends, escalating priority issues, and effectively utilizing credit union tools and resources
Demonstrate exceptional communication skills and attention to detail, modeling the credit union’s mission, vision, and values in all member interactions
Maintain knowledge of relative processes, procedures, and regulatory guidelines
Perform other job-related duties as assigned
Qualification
Required
High School Diploma or GED required
2+ years of customer service experience in a contact center, or Financial Service industry experience required
1+ years experience meeting sales objectives within the financial services industry or other types of retail businesses required
Demonstrated ability to drive individual sales performance through consultative conversations that align member needs with appropriate financial solutions required
Demonstrated experience managing a high volume of member interactions while maintaining strong relationships and service quality standards required
Demonstrated competency using Microsoft Office Suite(Outlook, Word, Excel) required
NMLS - Nationwide Multistate Licensing System required
Preferred
1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred
Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts preferred
Contact Center knowledge including working with chat, digital and phone systems preferred
Working knowledge of Saleforce.com or similar CRM systems for managing leads, member interactions, and sales activities preferred
Company
Desert Financial Services
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase