Experience Specialist

4 weeks ago

Apache Junction, United States Desert Financial Credit Union Full time

**What you will do here**:
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.

**Education**: Required
- High School or better

**Licenses & Certifications**: Preferred
- NMLS
- NOTARY

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