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Desert Financial Credit Union · 8 hours ago

Digital Engagement Advocate

United States

Full-time

Remote

Entry Level

2+ years exp

Desert Financial Credit Union is seeking a Digital Engagement Advocate to support the credit union's success by engaging with members through digital and phone channels. The role involves providing consultative sales support, recommending financial products, and ensuring high-quality member interactions to enhance relationships and drive organizational growth.

BankingFinance

Responsibilities

Provide exceptional digital and phone experiences by leveraging in-depth knowledge of credit union products and services

Accurately assess member needs to recommend appropriate financial solutions to meet member and organization objectives that drive digital engagement and adoption

Demonstrate strong personal drive, time management, and accountability to prioritize workload, pursue ongoing learning, and consistently meet or exceed individual sales and performance expectations

Demonstrate initiative by identifying and resolving member challenges, recognizing trends, escalating priority issues, and effectively utilizing credit union tools and resources

Demonstrate exceptional communication skills and attention to detail, modeling the credit union’s mission, vision, and values in all member interactions

Maintain knowledge of relative processes, procedures, and regulatory guidelines

Perform other job-related duties as assigned

Qualification

Customer service experienceSales performanceFinancial services knowledgeMicrosoft Office SuiteContact Center knowledgeSalesforce.com knowledgeCommunication skillsProblem solvingTime managementAttention to detail

Required

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

Demonstrated ability to drive individual sales performance through consultative conversations that align member needs with appropriate financial solutions

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)

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