Digital Engagement Advocate
Desert Financial Credit UnionPhoenix, Arizona, United States
Posted December 31, 2025
Full Time
About the Company
Desert Financial Credit Union, founded in 1938 by 15 educators with a modest $78.75, has grown into Arizona’s largest locally‑based credit union, serving over 450,000 members. The organization offers a full suite of financial products—including banking, investing, insurance, and community services—while prioritizing the economic vitality of the communities it serves. Its mission centers on strengthening local economies and workforces through tailored financial solutions and member‑first principles. As a federally insured institution that champions equal housing opportunity, Desert Financial blends deep local roots with a commitment to inclusive, member‑centric service.
Job Description
The Digital Engagement Advocate supports the success of the credit union and its members by responding to sales inquiries and recommending appropriate products and services.
Requirements
- High School Diploma or GED
- 2+ years of customer service experience in a contact center, or Financial Service industry experience
- 1+ years experience meeting sales objectives within the financial services industry or other types of retail businesses
- 1+ years experience handling member contacts in a Desert Financial Credit Union Contact Center
- Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts
- Excellent organizational and written communication skills with strong problem solving and decision-making abilities
- Demonstrated experience managing a high volume of member interactions while maintaining strong relationships and service quality standards
- Demonstrated competency using Microsoft Office Suite (Outlook, Word, Excel)
- Contact Center knowledge including working with chat, digital and phone systems
- Working knowledge of Saleforce.com or similar CRM systems for managing leads, member interactions, and sales activities
- NMLS - Nationwide Multistate Licensing System
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Employee Assistance Program