Desert Schools Federal Credit Union jobs in Phoenix, AZ - 31 jobs

The Director of Legal Operations is responsible for driving the operational efficiency of the Legal Department, overseeing and optimizing the department's workflows, technology systems, processes and reporting. The Director serves as a trusted advisor to the General Counsel and a collaborative partner across the company. What you will do here: Operational Leadership: Oversee the legal support staff performing day-to-day operations of the Legal Department, ensuring seamless workflows among attorneys, contract managers, and paralegals. Evaluate current processes to identify opportunities to gain efficiencies. Develop and implement business processes that support credit union objectives. Technology Management: Own and manage legal technology tools to automate workflows and optimize performance. Support the implementation, deployment, and consistent use of legal technology stack (e.g., Streamline, Ironclad, Safari, and Legal Tracker). Lead projects to evaluate, select, and implement new technology systems as needed. Develop training and support to legal team members on new systems and tools. Reporting: Utilize data analytics to monitor and report on performance metrics, trends, and areas for improvement within legal operations. Assist the General Counsel in the development of reports that will provide measurable insight to the Legal Department's priorities, value, and opportunities. Financial Oversight: Oversee relationships with outside counsel ensuring effective billing practices and budget alignment. Manage the Legal Department's budget including forecasting, invoicing, and expense tracking. Provide insights and recommendations for cost optimization and budget efficiency. Collaboration & Training: Collaborate closely with cross-functional teams, including Finance, IT, and other business units, to ensure alignment and integration of legal operations with broader business objectives. Develop training materials and conduct sessions to educate internal stakeholders on legal processes, tools, and best practices. Foster strong relationships across departments, promoting trust, open communication, and a client-service-oriented approach. Strategic Support: Act as a key advisor and operational partner to the General Counsel, supporting strategic initiatives and decision-making. Lead change management initiatives to ensure smooth adoption of new processes and technologies. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Business Administration, Legal Studies, Management, or a related field preferred. Equivalent combination of education and experience required. 8+ years of experience in operations, process improvement, and/or workflow optimization required. 5+ years of experience in Legal Operations or Legal Department support of process, technology, and workflow optimization required. 5+ years of leadership experience required. Demonstrated success in leading process improvement initiatives, managing budgets, and optimizing team performance required. Strong understanding of legal processes, including contract management and regulatory compliance required. Demonstrated experience managing contract management and other legal technology systems required. Exceptional organizational skills and attention to detail required. Proven ability to manage budgets, oversee invoicing processes, and implement cost-saving measures required. Strong interpersonal and communication skills with the ability to collaborate across teams and build relationships at all levels required. Experience leading projects and change management initiatives in a legal or corporate environment required. Proactive, problem-solving mindset with a passion for driving operational excellence required. Data analytics skills 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: ***************************************

Member Solutions Representatives (MSR) contributes 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, and personalized assistance while resolving more complex transactions and member requests with increasing independence. MSRs build deep and lasting relationships through consultative conversations that strengthen member financial wellbeing, guide new member onboarding, and support lending and business account services. They demonstrate a high-level of expertise in account servicing, specialty account handling, and digital banking tools to ensure a seamless member experience across all channels. As trusted branch professionals, MSRs exemplify Desert Financial's commitment to service excellence by exercising sound judgment, taking ownership of escalations, and maintaining a high standard of professionalism and accuracy. What you will do here: Member Engagement & Consultative Engagement: Deliver exceptional onboarding and relationship-building experiences by conducting comprehensive financial conversations, assisting with account setup, and identifying opportunities to strengthen member financial wellbeing. Use a consultative sales approach, leveraging data, referrals, and outbound calling to recommend relevant products and services that drive member engagement and meet member financial wellbeing needs. Promote member engagement and self-service tool adoption by educating members on digital tools such as online banking and mobile apps; provide proactive outreach and follow-up to enhance member convenience and satisfaction. Advanced Member Services: Provide accurate, compliant, and advanced service by executing a wide range of member transactions and account servicing with precision and care. Handles more advanced transactions and complex requests such as wires, debit card issues, savings bonds, and specialty accounts (POA, FBO, Trust/Estate, and Deceased accounts) while upholding operational standards and compliance. Escalations: Resolve complex member issues by demonstrating sound judgment, ownership, and professionalism. Serve as a primary point of resolution within scope, ensuring timely follow-up, documentation, and member satisfaction. Business Services: Support business and lending relationships through accurate account opening, maintenance, and loan application assistance. Partner with internal specialists to ensure seamless servicing and promote long-term relationship growth. Operational Excellence: Develop expertise and support branch performance by maintaining proficiency in all core front-line responsibilities. Participate in ongoing training, coaching and feedback sessions. Explore and take advantage of opportunities to pursue Branch Operations (BR Ops) designation. Other duties as assigned. What you will need: High School Diploma or GED required. 1+ years of experience in Sales and Service required. Previous cash handling experience preferred. Previous financial institution experience preferred. Strong attention to detail and accuracy. Demonstrates precision in executing complex transactions and account servicing; maintains accuracy across multiple systems and ensures all documentation meets compliance and audit standards required. Manages emotionally sensitive situations-such as escalations, declines, and deceased member accounts-with empathy, professionalism, and composure to build trust and resolve concerns required. Exercises sound judgment when processing transactions within scope, addressing fraud or risk concerns, and resolving escalated issues. Takes accountability by researching root causes, applying policy knowledge, and ensuring timely, accurate resolution required. Uses active listening and investigative questioning to uncover member needs; communicates with clarity and confidence to provide appropriate guidance during onboarding, lending, and business conversations required. Change agile with ability to effectively adapt to changing priorities, procedures, and digital tools; remains flexible and solutions-oriented in a fast-paced, dynamic environment required. Builds strong partnerships and supports team success through communication, cooperation, and shared accountability required. Demonstrates comfort with technology and a strong growth mindset; embraces ongoing feedback and professional growth opportunities required. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. Notary - State Certification Registered and serve as a Notary Public 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: ***************************************

The Service Desk Specialist III is a senior technical role responsible for providing Tier 3 support for hardware, software, and enterprise systems. This position owns the end-user compute lifecycle, including imaging, deployment, and refresh of PCs and laptops. Responsibilities include SCCM administration for software deployment, patching, and compliance, vulnerability management for endpoints, and application lifecycle support. Strong organizational skills and the ability to deliver timely, high-quality service are essential. What you will do here: Provide Tier 3 support for hardware, software, and enterprise systems Manage end-user compute lifecycle (imaging, deployment, refresh) Administer SCCM for software deployment, patching, and compliance Perform vulnerability management and remediation for endpoints Provide application lifecycle support (deployment, updates, retirement) Maintain and update knowledge base and documentation Perform other related duties as assigned. What you will need: Vocational School or some college courses; Information Technology or Information Systems preferred required. Bachelor's degree in an IT related major preferred. 6+ years of progressive IT support experience, including at least 3 years in endpoint management and SCCM administration required. 1+ years experience in financial services preferred. Advanced troubleshooting and problem-solving across hardware, OS, and enterprise applications required. Expertise in end-user compute lifecycle management (imaging, deployment, refresh) required. SCCM administration for software deployment, patching, and compliance required. Endpoint vulnerability management and remediation required. Application lifecycle support (deployment, updates, retirement) required. Familiarity with PowerShell scripting for automation required. Strong customer service, technical reasoning, and excellent written and verbal communication skills required. Effective time management and prioritization skills required. Licenses/Certifications A+ preferred. Licenses/Certifications ITIL Foundation preferred. Licenses/Certifications Microsoft 365 Endpoint Administrator 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: ***************************************

The Creative Director is responsible for driving and growing the brand by championing innovative concepts and ensuring all creative output consistently elevates and reinforces the organization's brand identity across every touchpoint. The Creative Director leads and collaborates on strategic plans and objectives for the Copy, Design, and Video functions ensuring that leadership successfully establishes operational objectives and delegates operational assignments to their teams. The Creative Director serves as a creative visionary behind all marketing projects and initiatives and will be both a conceptual and a strategic thinker. They will be able to nurture ideas into exceptional experiences while also understanding how those ideas solve business problems, including what it takes to implement them successfully. What you will do here: Strategic Direction: Direct the Copy, Design, and Video creative functions to align with Desert Financials' objectives. Spearhead the creation of all creative strategies, ensuring that all touchpoints-such as website experience, digital campaigns, print advertising, marketing collateral, video and content are cohesive, on brand, and coherent regarding style, quality, and tone of voice across all channels. Drive initiatives and continuous improvement that enhance of the creative department's quality, thinking, and capabilities. Leadership: Provide leadership and coaching to the Creative marketing teams with a focus on development and skill building ensuring that team possesses the necessary culture, capabilities, tools, and processes to succeed. Illustrate and communicate concepts by providing direction on video, layouts, copy arrangements, typography, and aesthetic concepts, guiding the creative team toward successful execution. Decision Making: Evaluate high-level creative work, providing final approvals and making critical decisions that shape the brand's visual and narrative identity. Ensure all output meets the highest standards of quality and effectiveness Vendor Relations: Oversee and manage creative-related vendor partnerships and agency management. Brand Vision: Cultivate a deep understanding of the credit union's brand ethos and cascade the insight to develop impactful concepts and strategies. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Fine Arts, Graphic Arts, or Marketing required. 8+ years of video, digital and print advertising experience required. 5+ years of leadership experience with proven solid expertise in print, digital, video and content development required. Strategic and critical thinking skills required. Excellent attention to detail and extremely organized with the ability to handle multiple deadlines in a fast-paced, changing environment required. Expert knowledge in Photoshop, Illustrator and InDesign, understanding of HTML and Web browser capabilities, and strong typographical, motion graphic, and interaction design skills required. Proven ability to work across teams and synthesize input from marketing, product management, sales, market research, and internal and external partners required. Able to multi-task and excel under intense deadline pressure in a rapidly changing environment required. Strong communicator who can work easily with designers and marketing team members required. Creative problem-solver with the ability to foster and develop others' ideas as well as your own required. Self-driven, ability to manage timelines and drive for results 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: ***************************************

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 position will also support the organization's objectives for growth and deepening member relationships through a heavy emphasis on making appropriate product and service recommendations and a consultative sales approach. Inbound Engagement Advocates work with a high volume of members, and non-members, and are responsible for delivering accurate, timely, and professional experiences. This advocate will positively represent the credit union and exemplify Desert Financials' Vision and Core Values. What you will do here: Provide exceptional experiences through in-depth knowledge of credit union products and services. Accurately assess consumer interactions to appropriately determine needs and recommend financial solutions to meet those needs and organization objectives Demonstrate exceptional personal drive and time management skills to effectively prioritize and manage workload, initiate self-development, and achieve the performance objectives and expectations of the role Demonstrate initiative by identifying and solving consumer challenges, identifying trends and escalating priority issues, and effectively utilizing credit union resources and services. Display exceptional verbal and written communication skills and attention to detail, modeling the credit union's mission, vision, and values Maintain knowledge of relative processes, procedures, and regulatory guidelines. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 2+ years of customer service experience in a contact center, or Financial Service industry experience required. 1+ years experience meeting sales objectives within the financial services industry or other types of retail businesses required. 1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center preferred. Excellent organizational and written communication skills. Strong, problem solving and decision-making skills required. Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts preferred. Extensive experience with member contact and ongoing relationship building through a consultative sales approach required. Contact Center knowledge including working with chat, digital and phone systems preferred. Demonstrated competency using Microsoft Office Suite(Outlook, Excel, Word) required. Working knowledge of Saleforce.com preferred. NMLS - Nationwide Multistate Licensing System 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: ***************************************

A Senior Life & Health Insurance Agent is responsible for providing exceptional member service to our insurance clients. They provide information on various insurance products, explain coverage options, and help clients connect with our field agents. They must stay up-to-date on insurance industry trends, regulations, and product offerings to provide the best possible service to clients. Additionally, they may be responsible for managing client relationships, guiding clients through the claims process, and ensuring compliance with all relevant laws and regulations. What you will do here: Client Service and Support: Handle inbound client inquiries related to Medicare Advantage, Supplement, and Prescription Drug Plans with professionalism and accuracy Assist with comprehensive policy servicing including policy changes, claims support, and renewal questions Educate clients on plan benefits, eligibility criteria, and enrollment timelines Handle and document any initial client complaints and escalating to Leadership when appropriate Compliance and Documentation: Ensure compliance with CMS (Centers for Medicare & Medicaid Services) and HIPAA regulations in all client communications. Maintain accurate records in SalesForce and servicing systems for all client interactions. Keep up to date with regulatory information, carrier updates, and industry trends. Team Collaboration and Support Collaborate with the sales and onboarding team to support seamless client transitions. Collaborate effectively with sales and onboarding teams to support seamless client transitions from prospect to enrolled member Schedule and coordinate incoming referral and appointment requests for the field sales team Participate in team meetings and contribute to department goals and initiatives Other duties as assigned. What you will need: High School Diploma or GED required. 2+ years of experience in insurance servicing, customer support, or healthcare administration required. 2+ years of experience in a Medicare-related role required. High attention to detail required. Ability to work in a compliance-based environment required. Exceptional Communication skills with clients and team members required. Learning agility, become a subject matter expert in insurance product offerings required. Exceptional Customer Service Skills required. Proficiency with MS Office Suite Products (Word, Excel, PowerPoint, and Outlook) required. Active Life and Health Insurance License 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: ***************************************

The Senior Corporate Counsel functions under the direction of the General Counsel and serves as a member of the in-house legal team for the credit union and its subsidiaries. The Senior Corporate Counsel is responsible for providing advanced legal support and guidance across a wide range of operational, transactional, and regulatory matters and represents the company in complex contract negotiations, enterprise risk assessments, and dispute resolution matters. The Senior Corporate Counsel provides experienced legal advice on compliance, employment and labor matters, corporate governance, public records, contracting and procurement, ethics, and conflict of interest matters, while contributing to strategic decision-making and mentoring junior counsel. What you will do here: Provide legal, compliance, regulatory, and risk management advice and recommendations to the credit union and its subsidiaries on all areas of operations, including (a) reviewing, negotiating, and advising on moderate to high-risk vendor contracts, commercial real estate acquisitions and leases, construction agreements, marketing and sponsorship agreements, software and licensing agreements, and other complex transactions; (b) revising corporate formation and organization documents; (c) researching and drafting policies and procedures to ensure legal compliance and best practices; and (d) advising on legal, risk and compliance issues related to credit union products and operations. Provide cross-functional analysis of the legal, regulatory, compliance, and financial risks associated with vendor relationships and agreements; advise the credit union and its subsidiaries on risk mitigations for moderate to high-risk vendors. Serve as counsel for the credit union and its subsidiaries in contested or complex matters, including docketing deadlines, researching and drafting relevant documents and filings, managing discovery, and negotiating directly with opposing counsel to resolve matters efficiently. Conduct and oversee internal employment, ethics, and compliance investigations, including those involving sensitive or escalated employee complaints; interview witnesses; draft memoranda; and provide recommendations related to legal exposure, corrective action, and strategic risk. Review, draft, and approve communications and responses to regulatory agencies in connection with member complaints, inquiries, or enforcement actions, and assist with related internal reporting to ensure consistency and compliance. Provide training and guidance to other attorneys, paralegals, and staff on contract negotiation, legal risk assessment, and compliance issues, promoting a consistent and efficient approach across the department. Collaborate with attorneys to develop, update, and implement enterprise-wide legal and compliance policies and procedures; identify areas of potential improvement and risk mitigation in contracting, procurement, and operations. Oversee or coordinate work with external counsel in specialized areas such as litigation, intellectual property, regulatory compliance, and employment law; and evaluate outside counsel performance. Perform other duties as assigned. What you will need: Juris Doctorate (JD) degree from an ABA accredited law school required. 5+ years of experience as a practicing attorney with a focus in commercial transactions, financial institution, banking, or consumer protection law required. 1+ years of Banking, fintech, and financial institution experience required. 1+ years of Payments, lending, money movement experience preferred. Law firm experience preferred. Working knowledge of regulatory requirements of credit unions, retail banking, or other financial institutions or fintech companies required. Excellent organizational, communication and interpersonal skills. Ability to multitask, focus, and prioritize multiple projects under pressure to meet deadlines required. Strong research, writing and negotiation skills required. Seasoned business acumen with the ability to distill complex legal requirements into actionable advice to further business objectives required. Ability to identify, advise on, and mitigate legal an operational risk required. Working knowledge of the business requirements and risks associated with marketing, lending, retail banking, commercial banking, consumer banking, information technology, information management, privacy, non-profit foundations, corporate formation, corporate acquisition, credit reporting, loss mitigation, facilities operations, finance, insurance, property ownership, real estate transactions, and vendor management. required. Member of the Arizona Bar (in good standing) required. Admitted to practice in the Supreme Court of the State of Arizona, and all other Arizona State Courts required. Admitted to practice in the District of Arizona required. Eligible to be admitted to practice pro hac vice in the federal and state courts of other jurisdictions 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: ***************************************

The Integration Engineer II is responsible for orchestrating the seamless flow of data, ensuring efficient curation for ingestion into the Data Warehouse (DW), as well as extracting and transforming data from the DW to feed other systems. They demonstrate a strong understanding of data integration, ETL processes, and a proactive approach to problem-solving. They ensure new integrations and management of current integrations are managed accurately and in a timely fashion. This role also facilitates the creation of curated views for LOB consumption as part of the integrations. What you will do here: Data Integration: Design and implement data integration solutions to curate diverse data sources for ingestion into the Data Warehouse including scripting in Python. Collaborate with stakeholders to understand data requirements and ensure proper alignment with integration processes. Create and monitor performant refreshes on enterprise solutions such as Power BI and SSRS. ETL Development: Develop, maintain, and optimize ETL workflows to facilitate the extraction, transformation, and loading of data between systems. Ensure ETL processes adhere to best practices for data quality, integrity, and performance. Data Warehouse Management: Collaborate with Data Warehouse Analysts to optimize data storage, schema design, and indexing for efficient data retrieval. Support the maintenance and enhancement of Data Warehouse structures to accommodate evolving business needs. Develop and deploy data model changes in support of the above Data Extraction for External Systems: Create and maintain processes to extract and transform data from the Data Warehouse for consumption by external systems. Work closely with end-users and system owners to understand data requirements for downstream applications. Error Handling and Monitoring: Implement robust error handling mechanisms to identify and resolve issues in data integration processes. Monitor integration pipelines and proactively address performance bottlenecks or data inconsistencies. Technical Support Support DW Analysts interpreting relationship databases providing technical insight. Optimize queries on behalf of LOB stakeholders and other BI team members Documentation: Maintain comprehensive documentation of integration processes, data mappings, and system dependencies. Contribute to the development of integration standards and best practices.. What you will need: Bachelor's degree in Computer Science, Information Technology, or a related field required. Master's degree in Computer Science, Information Technology preferred. 6+ years technical experience in data integration, ETL development, and working with Data Warehouses required. 3+ years financial institution experience required. 3+ years information security experience related to data transfer and encryption related to handling sensitive data required. Proven experience in data integration, ETL development, and working with Data Warehouses required. Strong SQL skills and familiarity with database concepts required. Proficiency in ETL tools (e.g. Talend, Matillion, Alteryx) required. Proficiency in scripting languages (e.g., Python, SQL) required. Understanding of data modeling and schema design required. Excellent problem-solving and troubleshooting skills required. Strong communication and collaboration skills required. Knowledge of data governance and security best practices required. Certification: Microsoft Power BI Data Analyst Professional 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: ***************************************

The Director of Audit leads and evolves Desert Financial's audit function into a strategic enabler of enterprise risk management, regulatory readiness, and operational excellence ensuring audits deliver actionable insights, foster cross-functional collaboration, and support long-term organizational growth. Success in this role is measured by the audit function's impact on strategic initiatives and risk mitigation, stakeholder satisfaction, the timeliness and quality of audit reporting and follow-up, the integration of audit insights into enterprise planning and operations, and the organization's readiness for regulatory milestones. The Director is responsible for anticipating future business needs, scaling audit capabilities, and fostering a culture of continuous improvement and innovation to ensure the organization is growth-ready and strategically positioned for change. What you will do here: Strategic Alignment & Planning: Partner with Enterprise Risk Management (ERM) and executive leadership to align audit priorities with strategic initiatives, risk appetite statements and regulatory milestones. Lead strategic planning sessions with external audit partners and internal leadership to ensure audit engagements reflect organizational goals, risk profile, business priorities and regulatory expectations. Develop and maintain a multi-year, risk-based internal audit plan, leveraging enterprise risk assessments, business unit input and evolving regulatory/regime changes. Continuously evaluate emerging risks (e.g., technology, cyber, third-party vendor, business model changes) and drive adjustments to the audit plan accordingly. Audit Program Leadership: Oversee all internal, external, regulatory and special audits to ensure integration with ERM, compliance frameworks, business objectives and control environment. Drive continuous improvement of audit methodologies, audit lifecycle (pre-audit planning/kick-off, fieldwork, reporting, follow-up), and use of analytics, technology and automation in audit processes. Manage the audit budget, resource allocation, external audit partner/vendor relationships, and ensure the audit team and external providers deliver efficiently and effectively. Monitor audit quality (scope coverage, issue severity, timeliness, stakeholder feedback), and report on audit function performance metrics. Stakeholder Engagement & Communication: Establish and nurture direct communication channels between the audit team, LOB leaders, ERM, compliance, finance, operations and other stakeholders to promote transparency, responsiveness and sound business partnership. Present audit findings, strategic insights and recommendations to the Supervisory Committee, Board of Directors, senior leadership and relevant committees; ensure messaging is clear, prioritized and actionable. Serve as the primary liaison for audit-related matters with external auditors, regulators/examiners, and other third-party assurance providers. Risk Intelligence & Advisory: Lead strategic audits (including control environment reviews, business process risk reviews, emerging risk horizon scanning) and embed audit insights into enterprise decision-making, business strategy, and operational planning. Evaluate control designs and business processes; advise lines of business and support functions on control enhancements, process improvements, best practices, and innovation opportunities. Facilitate audit training, risk awareness, and control-culture programs across the organization to elevate risk intelligence and proactive mitigation mindset. Talent, Culture & Change Leadership: Mentor business unit partners, external audit providers and foster a consultative mindset, business-partner orientation and strategic thinking across the audit function. Promote a culture of ethics, continuous learning, innovation, and strong control consciousness throughout the organization. Lead change management efforts related to audit function transformation (process redesign, technology adoption, business partnering model). Growth Readiness & Transformation Leadership: Champion initiatives that build organizational capacity for growth, including scalable audit processes, talent development, and adoption of emerging technologies. Lead transformation projects that prepare the organization for expansion, mergers, new business lines, or regulatory changes. Compliance Oversight: Ensure audit activities and function comply with professional standards (e.g., The Institute of Internal Auditors (IIA) Global Standards, regulatory frameworks applicable to credit unions) and maintain audit charter, policies and procedures accordingly. Oversee management's implementation of audit recommendations, track issue closure, measure impact and ensure that control-enhancement initiatives are embedded and sustained. Support preparation of required reports for regulators, examiners and audit committees, and ensure readiness for regulatory examinations and asset-threshold milestones. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Accounting, Finance, Business Administration or a related field preferred. Equivalent combination of education and experience required. 8 years of experience in internal audit, external audit or audit process management, preferably within a financial services, regulated or asset-based institution required. 5+ years of leadership experience required. Deep understanding of internal audit standards (e.g., IIA Global Standards), ERM integration, regulatory audit frameworks, internal controls and risk assurance required. Instill a growth mindset and strategic orientation throughout the audit team and audit partnership, encouraging proactive learning, experimentation, and cross-functional collaboration to drive enterprise value required. Proven ability to lead cross-functional initiatives, influence senior stakeholders (executive leadership, Board/Supervisory Committee), and drive change required. Strong consultative and strategic mindset, with ability to operate as a business partner rather than just a control reviewer required. Excellent oral and written communication skills, facilitation and presentation skills, with experience presenting to senior leadership, audit committees or boards required. Strategic foresight, leadership fluidity, resource prioritization, vendor/partner management, change management, innovation and visionary thinking required. Demonstrated experience with audit analytics, process improvement, audit technology, and mature audit functions required. High degree of ethics, integrity, and professionalism required. Certified Public Accountant (CPA), Certified Internal Auditor (CIA) or equivalent professional certification preferred 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: ***************************************

The Business Analyst II - BI is critical to ensure development work completed is the correct work to meet the business need / objective, ensure it is clearly defined and a full end-to-end solution has been identified, agreed and understood by both the BI development team as well as the business users/clients. The BA II works with the data analysts and business to confirm everyone has what is required to keep work moving forward, clearly account for changes and decisions as needed and ensure all parties are on point and understand their individual roles and contributions to ensure projects and deliverables will be done successfully and as agreed. The Business Intelligence function acts as a center of excellence involving the identification, requirements gathering, development and ongoing maintenance of reports, dashboards, visualizations and models for the organization. This high visibility position will collect requirements and draft business requirements definitions for data analysts, data engineers, data modelers and data scientists. This position primarily supports Desert Financial, but may also provide direct support for other SwitchThink clients. What you will do here: With minimal supervision, work with end users, product owners and clients to elicit, analyze, and document business requirements, ensuring they are clear, complete, and aligned with the organization's goals. Facilitate discussions to understand the business need of the request and discuss and confirm options with team to learn more about what is possible and recommend solutions for approval. Consult with the requestor/team/leadership to think through the aspects of the request to uncover hidden requirements, end user experience, up or downstream impacts, related system impacts, member impacts, etc while still keeping focus on timely deliverables. Translate requests / projects into technical requirement definitions including all of the requirements from the business / end user perspective(s) focusing on the problem(s) being solved and covering the who, what, when, where and why as well as deviations that may be required. Work with Data Analysts to add in any missing technical details required and assist with documentation that needs to be created. Participate in review of requirements written by others or as needed and work with the team to identify documentation required. Help create diagrams, flowcharts, wireframes and other documentation for development and create / update support documents as needed and if required assist in the transition of support at the end of the project for review. Facilitate working sessions and confirm that required technical documentation is completed as needed and that test cases and QA needs are documented / communicated throughout the project. Help manage client expectations / development work by executing established processes for client kick-off meetings, scoping/sizing meetings, creating / updating requirements documentation, project updates, etc and escalating issues to the delivery team to be addressed. Recommend improvements to processes to help streamline, improve communication and/or client satisfaction and remove friction for Data Analysts to complete the work. Perform other job-related duties as assigned. What you will need: Bachelor's degree in Business, Information Technology or related field required. Master's degree in Business, Information Technology or related field preferred. 3+ years experience as a Business Analyst or similar role required. 2+ years consecutive, hands-on IT project experience required. Information technology and/or banking/financial industry preferred. Expertise working in a fast-paced environment, managing on-going work and multiple medium-large complexity projects at once with minimal oversight required. Demonstrated knowledge of data bases, and the development of reports, dashboards, visualizations and analytic models required. Strong attention to detail required. Ability to prioritize work within time constraints required. Strong organizational and follow-up skills required. Strong relationship-building and customer service skills and ability to work across functions required. Ability to write basic SQL queries required. Competency with JIRA or similar work management software required. Competence using Microsoft Office Suite (Outlook, Word, Excel and Power Point, Project, SharePoint, and Visio); required. Expertise working with a visualization platform (PowerBI or Tableau) preferred. Expertise with both Waterfall and Agile development methodologies 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: ***************************************

The Technical Product Manager is responsible for the end-to-end product lifecycle of highly technical enterprise cloud and managed services products. They drive the business needs of the company while staying closely connected to the Voice of the Customer (VoC), collaborating with the technical team, maintaining industry and market expertise, defining the product strategy, creating the product roadmap and leading cross-functional teams in the value delivered by the Product Roadmap to our clients. They demonstrate strategic thinking, while also being able to leverage a high degree of technical expertise with both internal and external efforts. What you will do here: Leads the analysis, creation, ongoing management and communication of the assigned product roadmap(s) aligned with business objectives and supported by business cases, market and client research, all relevant data and competitive gap analysis by performing regular gap analysis to ensure our products and services exceed other marketplace options. Monitors channel performance to recommend improvements and new product offerings. Leads internal stakeholders including, but not limited to, the engineering, design, information security, sales and marketing teams as well as associated external vendor partners to help determine the best implementation, launch, ongoing sustainment methods/activity and other associated product lifecycle management considerations. Responsible for programs that support customer adoption of hosted products and services. Works with internal stakeholders to monitor and address product and client challenges. Translates customer needs and technology directions into new features and services. Understands, researches, and follows technical trends in the industry, collaborating closely with internal technical teams to ensure maximum effectiveness in the delivery on product requirements. Works as a product owner in an agile team, specifically documenting user stories, acceptance criteria and product capabilities. Gathers customer feedback to validate that the product works against stated metrics. Performs other job-related duties as assigned. What you will need: Trade or Technical School required. Bachelor's degree in business, IT, Computer Science, engineering or related field preferred. Cloud Certification: AWS, Microsoft Azure or Google Cloud required. 3+ years experience in hosting and/or managed services B2B product management required. 2+ years in a technical product management and/or managed services position with a provider of cloud, datacenter, utility, or critical environment services required. 2+ years of experience of strategic analysis related to system implementation in a B2B environment+ required. 2+ years working with cross-functional teams required. 1+ years Financial Industry (Credit Union) Experience preferred. Demonstrated combination of technical aptitude and high emotional intelligence required. Excellent product management skills required. Expert knowledge of data center processes and technology required. Excellent written, verbal and presentation communication skills appropriate to all levels of the organization as well as clients required. Proficiency in MS Word, Excel, Power Point, MS Project Visio, and MS Teams required. Project Management Professional (PMP) Certification 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: ***************************************

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. Experience Specialists will provide a consultative experience to assist members with identifying products and/or services that would strengthen their financial situation while in the branch and during outbound sales calling. 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. What you will do here: Provide exceptional experiences with a high level of integrity, professionalism, and charisma while assisting members with account opening, account maintenance, consumer loan applications, ownership changes, wire requests, IRA transactions, automatic transfer requests, disputes, and notary services. 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 members and maintaining a strong referral base through the engagement of new and existing members, outbound sales calling initiatives, effectively communicating the value of being a Credit Union member and by offering, fulfilling and/or referring products and services to improve a member's financial situation. Partner with branch staff in community outreach and business development activities to increase overall individual and branch performance including educating/coaching members on digital self-service options. 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. Cash handling experience preferred. Previous financial institution experience preferred. 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. Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required. 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: ***************************************

The Manager of First Mortgage Processing leads the mortgage processing team and oversees the day-to-day operations ensuring all loan files are accurate, complete, and move efficiently from application through underwriting and closing. This role manages loan workflow and pipeline, coaches and develops loan processors, and ensures compliance with investor and regulatory requirements. Partners closely with underwriting, sales, and closing teams to deliver an exceptional members experience. Key responsibilities include driving process consistency, monitoring performance metrics, and leading continuous improvement initiatives to ensure the teams achieve service, quality, and production goals. What you will do here: Leadership & Team Development * Provide direct reports ongoing coaching, performance feedback, and development opportunities to ensure high levels of accountability, accuracy, productivity, and exceptional member service. * Foster a high-performing team environment by motivating, developing, and guiding team members. * Implement strategies to build team cohesion and morale, ensuring employees feel supported and empowered. * Resolve conflict and performance concerns proactively using effective communication and de-escalation strategies to maintain professionalism and productivity. * Promote a culture of teamwork and collaboration ensuring processors deliver consistent and positive experiences for members and internal partners where challenges are resolved constructively. Operational & Pipeline Oversight * Oversee daily operations of the mortgage processing team to ensure loan files progress efficiently through underwriting and closing, meeting service level expectations. * Use strong judgment and critical thinking skills to review complex or escalated loan files, providing guidance that supports employee development, issue resolution and timely underwriting decisions. * Ensure file/loan compliance with all applicable regulations, investor guidelines (Fannie Mae, Freddie Mac, FHA, VA), and internal credit policies, addressing gaps or risks proactively. * Partner with underwriting, sales, and closing to ensure consistent communication, seamless workflow, and an exceptional member experience. Change Leadership & Optimization * Lead strategic initiatives to enhance efficiency, quality, and member experience. Proactively evaluate processes and procedures to identify operational risks and opportunities for improvement. * Demonstrate change readiness by adapting to evolving business needs, regulatory requirements, and technology enhancements. * Lead the team through transitions with effective communication and minimal disruption. * Demonstrate technical aptitude by supporting technology optimization and automation initiatives. Stay current with relevant systems and tools, leveraging technology to improve team and Member experiences. Performance Management & Continuous Improvement * Utilize performance metrics and data trends to provide actionable coaching and drive continuous process improvement. * Track, analyze, and communicate key performance indicators to support team growth and accountability. * Proactively share performance results and improvement opportunities results with the team and other first mortgage leaders. * Perform other duties as assigned. What you will need: * High School Diploma or GED required. * Bachelor's degree in Business, Finance or related field preferred. * 4+ years of experience in first mortgage processing, underwriting, or mortgage operations required. * 2+ years of leadership or supervisory experience in mortgage processing or a related area required. * Experience with agency guidelines (Fannie Mae, Freddie Mac, FHA, VA preferred. * Demonstrates strong ability to motivate, develop, and guide team members. Provides clear expectations, coaching, and feedback that drive performance, engagement, accountability, and professional growth required. * Strong communication skills: Communicate clearly and effectively in verbal and written formats with ability to tailor communication to the audience. Ensures information is shared in a timely, transparent, and respectful manner to support member service and internal collaboration required. * Demonstrates strong technical proficiency and in-depth knowledge of mortgage regulations, investor guidelines, and lending requirements to ensure accurate and compliant processing required. * Builds effective cross-functional partnerships by driving open communication and collaborative problem-solving to support seamless workflows and shared success required. * Leverages strong critical thinking and analytical skills to support sound decision-making and well-informed actions and recommendations required. * Demonstrates strong change leadership by responding positively to change, adapting effectively, and guiding the team through transitions with clarity and steady support required. * Committed to identifying process inefficiencies and implementing solutions that improve quality, efficiency, and member experience required. * Shows strong technical aptitude and a learning mindset; able to quickly master new systems; contribute to automation and process optimization projects 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: ***************************************

The Branch Mortgage Loan Officer (BMLO) will originate loans primarily sourced from their designated branch territory. They are also expected to partner with branch and market managers to help drum up business. BMLOs are responsible for making the most out of each lead, by carefully assessing the needs of the client and offering solutions to meet those needs. BMLOs are expected to meet all state and federal regulatory compliance, as well as internal quality and service standards. What you will do here: Originate mortgage loan applications primarily in-person, but also via telephone, web. Engage with customers to recommend loan products and other services that are in the best interest of the customer. Understand and maintain a thorough knowledge of various mortgage loan programs (FNMA/FHLMC, FHA/VA) and company products to provide clients with most suitable options. · Obtain, validate, and secure pertinent financial and credit data to qualify clients Review all loan applications by verifying supporting documentation and credit-worthiness and prepare loan applications to meet quality standards for submission to processing Collaborate with market managers, branch managers, branch employees, and other business partners to develop and promote home buyer education seminars and drive mortgage business in the assigned branches Participate in external events to foster Relator, and other business, relationships within the community Accurately price loans and ensure timely preparation and delivery of all required loan disclosures. Provide timely follow-up on all originated mortgage applications. Attend and assist in branch meetings and in training of retail staff. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 3+ years proven success in a sales environment required. 1+ years previous mortgage origination, underwriting, or processing experience required. Excellent customer service skills required. Effective relationship building skills required. Excellent verbal and written communication skills required. Strong attention to detail and follow-up skills required. Demonstrated understanding of mortgage lending principles and practices preferred. Demonstrated competence using f Mortgage Loan Origination System preferred. NMLS Registration or NMLS License required. Mortgage Originator State License 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: ***************************************

Desert Financial is considered a leader in the local credit union space and we are growing like crazy! We have two amazing opportunities in our branches! If you are a match our Talent team will follow up to discuss the opportunity that aligns best with your experience and your location. Why you'll love working here... * 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 * and a WHOLE LOT MORE!! 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. * Please ensure you are available during the branch Hours of Operation: Monday-Friday: 9am-7pm, Saturday: 9am-2pm This role might be for you if you have… * H.S. Diploma or GED * 1+ year(s) of demonstrated success in an incentive driven environment where you met or exceeded sales goals * 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 Bonus points if you have…. * Cash handling experience * Previous financial institution experience About us: 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: ******************************* #IND123 #LI-Onsite

Under limited supervision, the Network Administrator is responsible for maintaining current networking and telephony infrastructure systems and resolving any issues that may occur with them. What you will do here: Install, maintain, and upgrade LANs, WANs, network segments, internet, and intranet systems Install, maintain, and upgrade telephony systems including desktop phones, softphones, VoIP systems, IVR, call centers, and fax servers. Analyze, isolate, and remediate issues Monitors networks to ensure security, availability, and performance Perform network address assignment Configure and load software configuration files to switches and routers both in-person and remotely Administer servers, desktops, software applications, switches, routers, firewalls, phones, and smartphones Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. Associates Degree course completion in curriculum in Computer Science, Information Technology, or other related degrees preferred. 2+ years Network and Telephony administration required. Server administration experience preferred. Routing and switching protocols required. Server administration required. TCP/IP required. Technical Problem Solving Ability required. Teamwork required. Excellent communication skills required. Cisco CCNA preferred. Cisco VoIP or other telephony certifications 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: ***************************************

The Operations Engineer I provides organizational support to improve the customer experience, both internal and external with basic troubleshooting for daily operations issues. Collects, organizes, and analyzes data to uncover process related gaps in the organization's delivery of service. What you will do here: Ensures that daily Job Processing (scheduling, system backups, posting files) on the Core Processor is successfully completed in order to support the business objectives of the organization. Monitors daily, weekly, monthly processes and job routines to ensure seamless operations for the Credit Union and its membership across enterprise applications. Escalates issues / exceptions in a timely fashion to senior engineering staff and IT Management. Provides on call support to support the DSFCU enterprise Performs other job-related duties as assigned. What you will need: High School Diploma or GED required. College courses or degree in Computer Science preferred. 2+ Related work experience in lieu of degree preferred. 1+ years Credit Union or Banking processing experience preferred. Working knowledge of Microsoft Office Suite including, but not limited to, Outlook, Word, Excel, PowerPoint required. Database (queries), reporting and system monitoring required. IBM systems knowledge preferred. Communication skills - ability to effectively communicate and present information both in person and over the phone; effective written and verbal communication 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: ***************************************

The Member Engagement Associate I will answer and resolve member inquiries regarding account maintenance and general banking matters, via phone call. They will ensure world class service is delivered by way of effective communication, creative problem solving, and product and service knowledge. The Member Experience Associate I will demonstrate patience and a passion to help, working at a steady pace in a stable and consistent environment. Schedule flexibility required. What you will do here: Demonstrate excellent listening skills to gain a clear understanding of member requests for: troubleshooting, account management, transactions, and online mobile banking support. Respond appropriately to requests, being mindful of their tone and style, and verify with members that the request has been resolved. Communicate clearly and appropriately in all channels. Effectively and efficiently execute the most appropriate processes and procedures to resolve member requests. Demonstrate system knowledge by navigating seamlessly between systems, as well as demonstrating knowledge of organization products and services. Identify and offer the best solution for each unique situation in a timely manner, as well as appropriately educating members on other products/services that may be relevant, to enhance the member experience. Be highly organized and move efficiently through calls in their queue. Create and maintain appropriate documentation to manage and/or close calls. Swiftly find appropriate information to share with a member and identify when a call may need to be escalated to find a resolution. When assisting multiple members simultaneously, the employee will leverage their organization to maintain focus on each individual situation. Appropriately transfer requests. Provide consultative services to members aligned to their needs and your account analysis. Offer alternative paths for issue resolution while ensuring future issues are identified and mitigated. Recognize and protect confidential information, provide appropriate alerts to potential breaches, and educate members on protecting accounts against fraud and how to recognize potential phishing scams. Actively engage in team meetings and on-going training. Perform other job-related duties as assigned. What you will need: High School Diploma or GED required. 1+ years customer service experience required. 1+ years experience working in a contact center preferred. 1+ years Financial services experience preferred. Ability to provide outstanding customer service and assistance interacting with customers in both a service and sales environment over the phone required. Demonstrated ability to manage emotional and high-pressure situations in a calm and steady manner. Demonstrate empathy through tone and demeanor while maintaining professionalism required. Excellent communication, both written and verbal, as well as listening skills. Demonstrated ability to clearly understand information that is received and ability to respond effectively and appropriately required. Ability to work with minimal supervision, and at times under very busy conditions with proficiency in typing, usage of multi-systems required. Demonstrated comfort and competency with technology and easily navigating between multiple systems required. Demonstrated ability to work in an organized manner and retain knowledge of proper process and procedures required. Strong problem solving skills, capable of offering creative solutions while maintaining integrity; doing the right thing and making appropriate decisions in a timely manner required. Why you'll love working here... * 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! * 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 * and a WHOLE LOT MORE!! 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: *************************************** #LI-Hybrid

The Financial Advisor II is principally responsible for providing wealth management services to clients/prospects remotely and referral management. You are encouraged to meet your individual goals and assist with attaining the program sales and service goals. You must possess industry knowledge and familiarity with the myriad of products available to meet clients' objectives and needs. You are encouraged to act independently, with discretion and good judgment, and in the best interest of the client. You will be registered with Raymond James Financial and will conduct business on behalf of the Investments & Financial Services program. What you will do here: Client/Prospect Sales and Service: Responsible for consulting with prospects/clients to provide advice and identify products/strategies available based on the clients' financial needs and goals that are in the clients' best interest. You will work to identify prospect/client sales opportunities and consistently follow up and offer our services. You will be encouraged to build and maintain client relationships and provide ongoing client service within the client service model expectations. You will also be encouraged to participate in and facilitate ongoing business development activities, consumer education, and Credit Union employee training. Program Referral Management & Phone Support: Responsible for managing referrals received for the Investments & Financial Services Program. You will actively make outbound contact attempts via phone & email for referrals received and prospect lists. You must be adept at engaging prospects over the phone to gauge interest and provide information regarding the services provided by the Investments & Financial Services program to build sales opportunities. Operations and Compliance: The Financial Advisor is responsible for various operational tasks for their client sales and service activities such as processing paperwork, client account maintenance, processing transactions, system data entry, CRM updates and documentation, etc. You must ensure you are independently meeting the standards of Federal and State regulatory agencies as well as adhering to the written policies and procedures of the broker/dealer and the Financial Institution. Perform other job-related duties as assigned. What you will need: H.S. Diploma or GED required. 3+ years of financial industry experience required. 3+ years of sales experience, generating new sales opportunities required. Strong written and verbal communication skills, presentation skills, planning skills, analytical skills, and problem solving skills required. Effectively handle multiple task assignments simultaneously with above average problem solving skills with excellent organization skills and process with accuracy required. Proven sales skills in insurance or related field exceeding sales quotas/goals required. Ability to develop and maintain relationships via phone with clients, internal and external members required. Ability to work effectively, both independently and in a team environment, in an atmosphere of multiple projects, shifting priorities, & deadline pressures required. Microsoft Access, Microsoft Excel and Microsoft Word required. Series 7 - General Securities Representative Qualification required. Series 66 - Uniform Combined State Law 66 or both 63 & 65 required. AZ Life/Health Insurance 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: ***************************************