Inside Sales - Digital Member Engagement

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 interaction