Desert Financial Federal Credit Union-posted 4 months ago
Full-time • Entry Level
Gilbert, AZ
Credit Intermediation and Related Activities

As an Experience Specialist (Universal Banker/Teller) you will meet or exceed monthly performance metrics by proactively identifying and recommending products and services (Credit Cards, CD's IRA's, Loans) that will help members reach their financial goals. You will service members on the teller line with monetary transactions, account maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes and serve as notary public. As a Relationship Banker you will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto loans/HELOC, & IRA accounts). You will strategically build and optimize your referral network and pipeline in order to meet or exceed monthly performance metrics through outbound calls, community outreach, and networking.

  • Meet or exceed monthly performance metrics by identifying and recommending products and services.
  • Service members on the teller line with monetary transactions and account maintenance.
  • Handle ownership changes, wire requests, IRA transactions, automatic transfers, and disputes.
  • Serve as a notary public.
  • Maintain and deepen member relationships through consultative analysis.
  • Build and optimize referral network and pipeline through outbound calls and community outreach.
  • H.S. Diploma or GED.
  • 1+ year(s) of demonstrated success in an incentive driven environment.
  • Exemplary organizational, problem solving, and verbal and written communication skills.
  • Excellent time management skills.
  • Strong Mathematical and logic skills.
  • Ability to influence and build rapport quickly.
  • Nationwide Mortgage Lending System (NMLS) and Notary Public Certifications or must be obtained through training.
  • Cash handling experience.
  • Previous financial institution experience.
  • Award winning culture - Voted #2 Best Place to Work by Phoenix Business Journal.
  • Amazing Medical, Dental, Vision, Life Insurance benefits along with 401K employer matching.
  • Competitive hourly pay, overtime potential and UNCAPPED incentive.
  • 100% PAID tuition at ASU, and monthly contribution towards paying-off existing student loans.
  • Time off for Parental/Elderly Care.
  • Money for your kids' extracurricular activities.
  • 16 paid volunteer hours per year.
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