Bilingual Experience Specialist - Apache Junction Fry's

Bilingual Experience Specialist - Apache Junction Fry's

Join to apply for the Bilingual Experience Specialist - Apache Junction Fry's role at Desert Financial Credit Union

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, and educating members on self‑service options. The role provides consultative support to help members identify products or services that strengthen their financial situation, both in‑branch and during outbound sales calls. The Specialist acts as a consultant to uncover member needs, assess suitability for products or services, and refer members to Relationship Specialists or business partners when appropriate.

• Provide exceptional service with integrity, professionalism, and charisma while assisting members with account opening, 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 service and sales transactions.
• Consistently achieve or exceed pre‑determined monthly performance metrics by maintaining thorough knowledge of available products and services.
• Build rapport with members and maintain a strong referral base through engagement of new and existing members, outbound sales initiatives, and effective communication of Credit Union membership benefits.
• Partner with branch staff in community outreach and business development activities to increase overall performance, including educating and coaching members on digital self‑service options.
• Proactively identify training opportunities with Relationship Specialists while managing time to meet member commitments without compromising quality.
• Build, maintain, and deepen member relationships through consultative analysis of financial profiles, proposing solutions such as new accounts, consumer or wealth‑management services, insurance, wills, and trusts.
• Maintain thorough knowledge of federal regulations on 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.
• Perform other job‑related duties as assigned.

• 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)
• Ability to quickly connect and build rapport (required)
• Ability to register through the Nationwide Mortgage Lending System and Registry (NMLS) (required)
• Registered 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.

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