Desert Schools Federal Credit Union Jobs
- 32 JobsSenior Experience Specialist - 44th
The Sr. Experience Specialist is responsible for creating exceptional member experiences by processing transactions, managing accounts, and providing a consultative experience to assist members with identifying products and/or services that would strengthen their financial situation. The Sr. Experience Specialist acts as a consultant to assist members by uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request, or refer members to a Relationship Specialist who can assist with specialized products or services - such as consumer loans, home loans, or small business accounts. In addition, S/he will provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader. The Sr. Experience Specialist must demonstrate excellent people smarts and elevated decision making as well as expertise in policy and procedure. What you will do here: Provide exceptional experiences with a high level of integrity, professionalism, and charisma while performing member service inquires including; account maintenance, ownership changes, wire requests, IRA transactions, automatic transfer requests, disputes and serve as notary public. Process consumer inquiries and financial transactions accurately, assist with operational responsibilities, and maintain flexibility between performing service and sales related transactions. Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being. Manage individual performance by building rapport with member and maintaining a strong referral base through the engagement of new and existing member and by effectively communicating the value of being a Credit Union member and by offering, fulfilling and referring products and services to improve a members financial situation. Partner with branch staff in community outreach and business development activities to increase overall individual and branch performance. Provide escalated operational support to Branch Leadership and the team, including but not limited to opening and closing the branch, transactional overrides, de-escalating member complaints, and maintaining engagement of the team in the absence of a leader. Proactively identify opportunities for self-development and cross--functional training with Relationship Specialists while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality. Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and/or wealth management services, insurance and will & trusts. Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 1+ years of experience in Sales and Service required. 1+ years in cash handling experience required. 1+ years of previous financial institution experience required. Exemplary organizational, problem solving, and verbal and written communication skills required. Excellent time management skills required. Strong Mathematical and logic skills required. Can demonstrate the ability to connect and build rapport quickly required. NMLS - Nationwide Multistate Licensing System. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Notary - Notary - State Certification. Registered and serve as a Notary Public, preferred. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers. $32k-47k yearly est.2d agoOutside Sales Mortgage Loan Officer
Connecting with other Desert Financial colleagues to build a network of internal partners. As an Outside Sales Mortgage Loan Officer (OSMLO), you're a vital part of our organization, always providing an exceptional Desert Financial experience to our customers (members), realtors, and other industry related affiliations. As an Outsides Sales Mortgage Loan Officer, a typical week might include the following Read on - Desert Financial Credit Union might be the match you've been looking for. $35k-48k yearly est.14d agoMember Engagement Associate
The Member Engagement Associate I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call. * Award winning culture -Voted #2 Best Place to Work by Phoenix Business Journal $31k-38k yearly est.20d agoSr Investigator
CFCI - Certified Financial Crimes Investigator Investigator is engaged in multiple areas including disputes and investigations into matters of check fraud/external ACH/Identity Theft/ATMs/Bill Pay/P2P/Wires and other forms of fraud. $41k-57k yearly est.6d agoInfrastructure Project Manager - ST
The Infrastructure Project Manager is expected to manage several medium-complexity projects simultaneously and lead medium sized project teams (10-20 people) and driving outcomes through managed partners where applicable. The Infrastructure Project Manager is responsible for managing assigned projects utilizing the processes, guidelines, systems, templates, and forms set forth by the Enterprise Project Management Office (EPMO). In addition, the Infrastructure Project Manager is expected to be a leader within the EPMO and therefore lead by example in presence, communication, and professionalism. The Infrastructure Project Manager will also coordinate work coming through the intake process that needs high-level effort estimates. $65k-82k yearly est.26d agoAssistant Vice President of Business Services Sales
The AVP of Business Services Sales oversees all responsibilities associated with the Business Services sales department including sales and marketing strategies. The AVP is key leader to promote business loan sales within the organization and ensures regulatory standards are consistently adhered to. The AVP actively demonstrates leadership skills and become heavily engaged in community events to encourage visibility and growth. As relationship building and development is a fundamental requirement, the AVP has existing community relationships that can be expanded upon in addition to consistently developing new business relationships throughout the community including heavy involvement with certain select groups, all this being key to the strategic purpose and initiatives of the department. The AVP will be responsible for the development of this department to include hiring qualified staff, implementing associated service line, and building product support mechanisms and delivery channels. What you will do here: * Supervise the Business Relationship Managers by interviewing, hiring, training, coaching and motivating the sales staff to develop and maintain business and commercial member clientele and ensure division goals are met. * Develop new commercial business member clients and build business relationships inclusive of loan, depository, and treasury and cross sell ancillary products. * Review detailed collateral evaluations to ensure collateral presented is adequate, marketable and not adversely impacted in any way by external factors. * Enhance metric reporting development of the department so the effectiveness of initiatives can be accurately measured. * Conduct periodic competitive shops from time to time to measure product and delivery effectiveness. * Develop sales goals that align with the strategic business goals. * Develop and maintain operating procedures and guidelines that form the basis of daily operations for Business Services Sales. * Perform other job-related duties as assigned. What you will need: * Bachelor's degree in Business or related field; or equivalent combination of education and experience required. * Master's in Business Administration (MBA) preferred. * 10+ years of direct commercial lending experience required. * 8+ years of progressive leadership experience required. * Refined knowledge of all aspects of commercial real estate and business lending, including seasoned skills in underwriting and loan documentation required. * Exhibit a high level of self confidence and be able to interface directly with credit union members, potentially under adverse circumstances required. * Build long term relationships across organizational lines required. * Strong verbal and written skills required. * Project a strong sense of professionalism required. * Microsoft Office required. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers. $98k-124k yearly est.18d agoMarketing Automation Specialist
* Award winning culture -Voted #2 Best Place to Work by Phoenix Business Journal # Forbes best credit union in AZ The Marketing Automation Specialist works with the Digital Marketing Team to continue to build and optimize the automation system. $63k-80k yearly est.42d agoInbound Engagement Advocate (Sales)
1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred. The Inbound Engagement Advocate contributes to the success of the credit union and its members by responding to member sales inquiries, primarily via phone channel. This advocate will positively represent the credit union and exemplify Desert Financials' Vision and Core Values. * Award winning culture -Voted #2 Best Place to Work by Phoenix Business Journal $32k-38k yearly est.20d agoUniversal Tellers Relationship Bankers (West Valley - North)
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). Desert Financial is considered a leader in the local credit union space and we are growing like crazy! $29k-35k yearly est.60d+ agoRelationship Specialist - Ahwatukee
Who you are⦠The Relationship Specialist maintains and deepens financial relationships with members by consulting and administering on new deposit accounts, consumer loan products, and home loan products by performing a consultative analysis for members, and identifying products and/or services that will strengthen a member's personal financial situation. The Relationship Specialist demonstrates a thorough understanding of the DFCU's products and services' features and benefits, procedures, policies and regulations that govern Credit Union products and services and fully comprehends the basic principles of loan structuring. As a Relationship Specialist, a typical week might include the following⦠Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile, identifying solutions, and making recommendations that include, but are not limited to; new accounts, consumer and business loans, home loans, and/or wealth management services. Deliver exceptional member experiences. Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of the products and services available to members in effort to improve their personal financial well-being. Avidly promote and educate members on alternative ways to bank with DFCU - mobile, ATMs, etc. Manage individual performance by building and maintaining a strong referral base and pipeline of new and existing members through internal and external outreach programs, including community outreach strategies to increase overall performance. Proactively identify opportunities for self-development while appropriately managing time to meet member commitments and adapt to obstacles without compromising quality. Serve as a subject matter expert for members and Experience Specialists. Perform transactions, including, but not limited to; withdrawals, deposits, check cashing, loan payments, and account maintenance. Maintain a thorough knowledge of various federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies. Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers. Perform other job-related duties as assigned. This role might be for you if you have ā¦. H.S. Diploma or GED required. 1+ years of experience in Sales and Service. Exemplary organizational, problem solving, and verbal and written communication skills. Excellent time management skills. Strong Mathematical and logic skills. Can demonstrate the ability to connect and build rapport quickly. Bonus points if you haveā¦. Cash handling experience. Previous financial institution experience. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS); and to be registered and serve as a Notary Public. About us: We are considered leaders in the local credit union space, and we are growing like crazy. We've got a culture focused on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at jobs.desertfinancial.com. We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. For additional information about our organization, careers, and benefits visit: http://jobs.desertfinancial.com $31k-37k yearly est.2d agoPart Time Experience Specialist
The Experience Specialist acts as a consultant to assist members in uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request themselves, or refer members to a Relationship Specialist and/or business partner who can assist with specialized products or services. Reporting to the Assistant Branch Manager, the Experience Specialist is responsible for creating exceptional member experiences through processing transactions, consumer loan applications or referrals, opening and maintaining accounts, as well as educating members on self-service options. $31k-38k yearly est.2d agoRelationship Specialist - Signal Butte
The Relationship Specialist maintains and deepens financial relationships with members by consulting and administering on new deposit accounts, consumer loan products, and home loan products by performing a consultative analysis for members, and identifying products and/or services that will strengthen a member's personal financial situation. As a Relationship Specialist, a typical week might include the following The Relationship Specialist demonstrates a thorough understanding of the DFCU's products and services' features and benefits, procedures, policies and regulations that govern Credit Union products and services and fully comprehends the basic principles of loan structuring. $35k-48k yearly est.22d agoSenior Relationship Specialist - San Tan
$32k-47k yearly est.36d agoDigital Engagement Advocate (Sales)
The Digital Engagement Advocate contributes to the success of the credit union and its members by responding to member sales inquiries and initiating sales conversations, primarily via digital and phone channels. 1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred. This advocate will positively represent the credit union and exemplify Desert Financials' Vision and Core Values. $32k-38k yearly est.34d agoUniversal Tellers Relationship Bankers (Paradise Valley)
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). Desert Financial is considered a leader in the local credit union space and we are growing like crazy! * Award winning culture -Voted #2 Best Place to Work by Phoenix Business Journal $29k-35k yearly est.60d+ agoRelationship Specialist- Chandler Walmart
$31k-37k yearly est.12d agoExperience Specialist - 44th
The Experience Specialist acts as a consultant to assist members in uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request themselves, or refer members to a Relationship Specialist and/or business partner who can assist with specialized products or services. Reporting to the Assistant Branch Manager, the Experience Specialist is responsible for creating exceptional member experiences through processing transactions, consumer loan applications or referrals, opening and maintaining accounts, as well as educating members on self-service options. $31k-38k yearly est.8d agoSenior Experience Specialist - Ironwood
$32k-47k yearly est.12d agoExperience Specialist - Sun City
The Experience Specialist acts as a consultant to assist members in uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request themselves, or refer members to a Relationship Specialist and/or business partner who can assist with specialized products or services. Reporting to the Assistant Branch Manager, the Experience Specialist is responsible for creating exceptional member experiences through processing transactions, consumer loan applications or referrals, opening and maintaining accounts, as well as educating members on self-service options. $31k-38k yearly est.8d agoSenior Experience Specialist - Chandler Walmart
Experience Specialist acts as a consultant to assist members by uncovering needs based on meeting their financial goals, making the determination if appropriate to fulfill product or service request, or refer members to a Relationship Specialist who can assist with specialized products or services - such as consumer loans, home loans, or small business accounts. Experience Specialist is responsible for creating exceptional member experiences by processing transactions, managing accounts, and providing a consultative experience to assist members with identifying products and/or services that would strengthen their financial situation. Experience Specialist must demonstrate excellent people smarts and elevated decision making as well as expertise in policy and procedure. $32k-47k yearly est.12d ago
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Desert Schools Federal Credit Union may also be known as or be related to Desert Financial, Desert Financial Credit Union, Desert Financial Federal Credit Union, Desert Schools Federal Credit Union and Desert Schools Federal Credit Union, Inc.