Customer Retention Specialist at Desert Financial Credit Union

| Phoenix – Mesa – Scottsdale, AZ
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The Customer Loyalty & Retention Specialist will provide exceptional customer service experience. Primary function is to work toward the prevention of account cancellations. Use of persuasion skills to retain members business. Strong sense of timing, discretion, flexibility and ability to address member issues.

Answering inbound calls and making outbound calls with the purpose of retaining the members business. Determined to go the extra step to ensure members have the best experience.

Use of effective negotiation skills to minimize the cancellation request. Resolve member concerns and investigate to find root of the issues.

Saves, secures and converts member cancellation requests by providing ongoing education of our products, services and its benefits.

Acquires in depth industry and company knowledge to make the proper decisions for the member.

Perform other job-related duties as assigned

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.


Years of related experience required: 3+ years

Specific type of related experience preferred for this role: Call Center

Skills and/or Knowledge:

Effective communication skills, verbal and written.

Ability to multi-task.

Excellent computer skills, interpersonal skills, and ability to persuade others through indirect influence.

Demonstrated capacity to thrive in a high-volume call center environment.

About Us:

We are considered leaders in the local credit union space, and we are growing like crazy. We've got a culture focused on smarts, kindness, continuous learningand our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
More Information on Desert Financial Credit Union
Desert Financial Credit Union operates in the Fintech industry. The company is located in Phoenix, AZ. Desert Financial Credit Union was founded in 1939. It has 800 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 22 open jobs at Desert Financial Credit Union, click here.
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