Digital Engagement Advocate

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The Digital Engagement Advocate supports the success of the credit union and its members by responding to sales inquiries sourced through both digital and phone channels. Through consultative sales conversations, the Advocate recommends appropriate products and services to support organizational growth and deepen member relationships. Advocates engage a high volume of members and prospective members using credit union–sourced leads, ensuring each interaction is handled with professionalism, accuracy, and a focus on meeting member needs and financial wellbeing.

Advocates positively represent the credit union by demonstrating Desert Financials’ Vision and Core Values through daily interactions, decision-making, and service delivery.

• 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.

• 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).
• Demonstrated ability to drive individual sales performance through consultative conversations that align member needs with appropriate financial solutions (required).
• Detailed knowledge of Financial Services related products such as auto loans, home equity loans, mortgage, deposit, and checking accounts (preferred).
• 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 (required).
• Demonstrated competency using Microsoft Office Suite (Outlook, Word, Excel) (required).
• Contact Center knowledge including working with chat, digital and phone systems (preferred).
• Working knowledge of  or similar CRM systems for managing leads, member interactions, and sales activities (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: