Inside Sales - Digital Member Engagement

Exciting • Phoenix, AZ

10d

About The Position

The Digital Engagement Advocate supports the credit union and its members by responding to sales inquiries from digital and phone channels. Using consultative sales conversations, the Advocate recommends products and services that support organizational growth and deepen member relationships. The role handles a high volume of credit union-sourced leads and prospective-member interactions with professionalism, accuracy, and attention to members’ needs and financial wellbeing. Advocates represent Desert Financial’s vision and core values through their daily interactions, decisions, and service delivery.

Requirements

• High school diploma or GED.
• At least 2 years of customer service experience in a contact center or experience in the financial services industry.
• At least 1 year of experience meeting sales objectives in financial services or another retail business.
• Ability to drive individual sales performance through consultative conversations that align member needs with appropriate financial solutions.
• Strong organizational and written communication skills, with problem-solving and decision-making abilities.
• Experience managing a high volume of member interactions while maintaining strong relationships and service quality standards.
• Competency using Microsoft Office Suite, including Outlook, Word, and Excel.
• NMLS (Nationwide Multistate Licensing System) required.

Nice To Haves

• At least 1 year of experience handling member contacts in a Desert Financial Credit Union Contact Center.
• Detailed knowledge of financial services products, including auto loans, home equity loans, mortgages, deposit accounts, and checking accounts.
• Contact center knowledge, including chat, digital, and phone systems.
• Working knowledge of Salesforce.com or similar CRM systems for managing leads, member interactions, and sales activities.

Responsibilities

• Provide exceptional digital and phone experiences using in-depth knowledge of credit union products and services.
• Assess member needs and recommend appropriate financial solutions to meet member and organizational objectives and drive digital engagement and adoption.
• Manage workload with personal drive, time management, and accountability; pursue ongoing learning and meet or exceed individual sales and performance expectations.
• Identify and resolve member challenges, recognize trends, escalate priority issues, and use credit union tools and resources effectively.
• Communicate exceptionally and demonstrate attention to detail while modeling the credit union’s mission, vision, and values in member interactions.
• Maintain knowledge of relevant processes, procedures, and regulatory guidelines.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED