MEMBER SUCCESS REPRESENTATIVE - EAGLE STATION BRANCH

About the role

Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to enhancing member value through personalized financial solutions and exceptional service. MSRs will engage with members to understand their unique needs, provide expert guidance, and cultivate lasting relationships built on trust and mutual respect. By delivering unparalleled customer experiences, offering tailored financial advice, and promoting relevant products and services, MSRs will play a pivotal role in driving member satisfaction, retention, and loyalty.

Responsibilities

• Foster strong, trusting relationships with members through personalized interactions.
• Proactively engage with members to understand their financial needs and goals.
• Provide tailored financial solutions and recommendations to enhance member value.
• Deliver unparalleled member service experiences, ensuring every member interaction is positive and memorable.
• Act as a trusted advisor, addressing member inquiries, concerns, and requests promptly and effectively.
• Offer comprehensive financial guidance and education to empower members in making informed decisions.
• Educate members on various banking products, services, and tools to maximize their financial well-being.
• Proactively identify opportunities to cross-sell banking products and services based on members' needs and preferences.
• Maintain and input loan applications for members and non-members.
• Adhere to all regulatory requirements and internal policies and procedures to mitigate risks.
• Initiate the process to obtain Notary Public certification within three months of assuming the role.

Qualifications

• 1 year of customer service experience required.
• 6+ months experience in sales, banking or financial institution required.

Skills & Competencies

• Problem Solving and Analytical Skills
• Collaborates
• Outgoing and friendly
• Member focused
• Credit Union product knowledge
• Effective communication
• Problem-solving
• Team collaboration
• Sales acumen
• Relationship management

Physical Demands

• While performing the duties of your job, you may regularly be required to sit and use a keyboard, multiple monitors, mouse, and telephone (including repetitive motions with hands, fingers, arms, etc.) for extended periods of time.
• You may also frequently be required to stand, walk, and reach with hands and arms, bend, and kneel.
• You may occasionally be required to lift and/or move up to 40 pounds.
• Anything above 40 pounds requires a team lift.

Location and Travel Requirements

Greater Nevada Credit Union's Eagle Station Branch
481 Eagle Station Lane, Carson City NV 89701 United States
Located in an idyllic small community in beautiful Northern Nevada

Compensation & Benefits

• Compensation is dependent on experience.
• Medical, dental, and vision plans, where we cover 90% of employee costs and about 75% of the costs for their dependents.
• Health Savings Account contributions.
• Supplemental insurance and life insurance plans.
• Paid time off, including vacation and sick time, 12 annual paid holidays, 2 floating holidays, 1 floating wellness day and sabbatical leave after every seven years of employment.
• Paid time to volunteer and make a contribution to the community.
• Employee product and service discounts.