Experience Specialist - Maricopa

Desert Financial Credit Union • Maricopa, AZ

393d

About The Position

The Experience Specialist is responsible for creating exceptional member experiences at the branch by processing transactions, handling consumer loan applications, and educating members on self-service options. This role involves providing consultative support to help members identify products and services that enhance their financial well-being, while also managing performance metrics and engaging in community outreach.

Requirements

• High School Diploma or GED required.
• 1+ years of experience in Sales and Service required.
• Exemplary organizational, problem solving, and verbal and written communication skills required.
• Excellent time management skills required.
• Strong mathematical and logic skills required.
• Ability to connect and build rapport quickly required.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.

Nice To Haves

• Cash handling experience preferred.
• Previous financial institution experience preferred.
• Registered and serve as a Notary Public preferred.

Responsibilities

• Provide exceptional experiences with integrity, professionalism, and charisma while assisting members with account opening and maintenance.
• Process consumer inquiries and financial transactions accurately, including consumer loan applications and notary services.
• Achieve or exceed monthly performance metrics by maintaining knowledge of products and services available to members.
• Build rapport with members and maintain a strong referral base through engagement and outbound sales calling initiatives.
• Partner with branch staff in community outreach and business development activities to enhance branch performance.
• Identify opportunities for self-development and cross-functional training with Relationship Specialists.
• Build and maintain member relationships through consultative analysis of their financial profiles and making appropriate recommendations.
• Maintain knowledge of federal regulations regarding account security and loan documentation procedures.
• Explain loan requirements and processes to potential borrowers.

Benefits

• Comprehensive health insurance
• 401k retirement plan
• Paid time off
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED