Universal Banker/Member Service Advisor - Branch Float - Bible Way

Reinforce and build member relationships by efficiently responding to service requests and soliciting new loan and deposit product purchases. Consistently exceed member expectations and meet sales goals by matching Credit Union products and services with members' needs and making appropriate lending recommendations based on established guidelines.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic, and convenience products and services, including:
  • Gathering information to complete loan applications
  • Evaluating credit reports
  • Offering solutions to members
  • Submitting recommendations based on established lending guidelines
• Act as the primary source of product information and service support for member and staff inquiries, including timely problem resolution and account maintenance.
• Maintain a high knowledge of all Credit Union products and services.
• Provide accurate, complete, and consistent documentation in a timely manner.
• Participate in and contribute to training and team development to assist in adaptation to new processes and systems.
• Perform teller functions as needed.

Requirements

• High school diploma or equivalent; some college preferred.
• Minimum of two years' experience in a related sales field with proven sales or referral results.
• NMLS registration required upon hire.
• Valid Driver’s License required.
• Travel to branches in the Northern Nevada market (Reno/Sparks ~85% of the time, Carson City ~15% of the time).

Skills

• Honesty and integrity
• Excellent communication and business writing skills
• Computer literacy and keyboarding skills
• Thorough knowledge of lending principles and Credit Union products, services, and banking regulations
• Analysis and resolution skills
• Self-motivated with demonstrated sales skills, including phone sales solicitation
• Ability to engage members in conversations to increase product penetration
• Ability to identify member and staff needs and use good judgment to make sound decisions quickly
• Ability to work under pressure and in a multi-task environment
• Proven problem-solving abilities and ability to maintain a positive attitude when resolving issues

Competencies

• Problem Solving
• Drive for Results
• Time Management
• Dealing with Ambiguity
• Demonstrates Courage
• Interpersonal Savvy
• Customer Focus
• Integrity and Trust
• Self-Development
• Business Acumen

Physical Demands

• Work involves standing and walking for brief periods; most work is done from a seated position.
• Potential for eyestrain from reading computer screens.
• Must be able to talk and keyboard simultaneously.
• Deadlines, workloads, and pressure to achieve goals may cause increased stress levels.

Working Conditions

• Internal: Climate-controlled office environment with moderate noise levels from office equipment. Exposure to extreme heat/cold, poor ventilation, fumes, and gases is limited. No known environmental hazards. Work hours may be long and unpredictable to accommodate deadlines or special meetings.
• External: Travel required to branches in the Northern Nevada market (Reno/Sparks and Carson City).