Member Solutions Representative - Sun City

Exciting • Sun City, AZ

12d

About The Position

Member Solutions Representatives contribute to the success of the credit union and its members by providing advanced service and support across a broad range of financial needs. They deliver accurate, compliant, personalized assistance while resolving complex transactions and member requests with increasing independence. They build lasting relationships through consultative conversations that support member financial wellbeing, new-member onboarding, lending, and business account services. The role requires expertise in account servicing, specialty accounts, and digital banking tools, as well as sound judgment, ownership of escalations, professionalism, and accuracy.

The representative provides comprehensive financial conversations, assists with account setup, recommends relevant products and services, and promotes digital self-service tools. They handle advanced transactions and specialty accounts, resolve complex issues, support business and lending relationships, and partner with internal specialists. They maintain proficiency in core branch responsibilities and participate in training, coaching, and feedback. Other duties may be assigned.

Requirements

• High school diploma or GED required.
• At least 1 year of experience in sales and service required.
• Strong attention to detail and accuracy, including precision with complex transactions, multiple systems, documentation, compliance, and audit standards.
• Ability to manage emotionally sensitive situations with empathy, professionalism, and composure.
• Sound judgment in processing transactions within scope, addressing fraud or risk concerns, and resolving escalated issues.
• Accountability in researching root causes, applying policy knowledge, and ensuring timely, accurate resolution.
• Active listening, investigative questioning, and clear, confident communication to guide members through onboarding, lending, and business conversations.
• Ability to adapt to changing priorities, procedures, and digital tools in a fast-paced environment.
• Ability to build partnerships and support team success through communication, cooperation, and shared accountability.
• Comfort with technology and a growth mindset, including openness to feedback and professional development.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS).
• State certification and registration to serve as a Notary Public.

Nice To Haves

• Previous cash handling experience preferred.
• Previous financial institution experience preferred.

Responsibilities

• Conduct comprehensive financial conversations, support onboarding and account setup, and identify ways to strengthen members’ financial wellbeing.
• Use a consultative sales approach, data, referrals, and outbound calling to recommend relevant products and services.
• Educate members about online banking, mobile apps, and other digital tools; conduct proactive outreach and follow-up.
• Execute a wide range of member transactions and account servicing accurately and in compliance with operational standards.
• Handle advanced transactions and complex requests, including wires, debit card issues, savings bonds, and POA, FBO, Trust/Estate, and Deceased accounts.
• Resolve complex member issues within scope, taking ownership and ensuring timely follow-up, documentation, and member satisfaction.
• Support business and lending relationships through account opening, maintenance, and loan application assistance.
• Partner with internal specialists to provide seamless service and promote long-term relationship growth.
• Maintain proficiency in core front-line responsibilities and support branch performance.
• Participate in ongoing training, coaching, and feedback sessions.
• Pursue opportunities to obtain a Branch Operations (BR Ops) designation.
• Perform other duties as assigned.

What This Job Offers

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