Universal Banker/Member Service Advisor - Branch Float - Double R Branch

About the Role

The Member Service Advisor (MSA) reinforces and builds member relationships by efficiently responding to service requests and soliciting new loan and deposit product purchases. This role focuses on exceeding member expectations and meeting sales goals by matching Credit Union products and services to members' needs, with 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 and 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, ensuring timely problem resolution and account maintenance.
• Maintain a high level of 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 adapt 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.

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, resolution, and problem-solving skills.
• Self-motivated with demonstrated sales and phone solicitation skills.
• Ability to engage members in conversations to increase product penetration.
• Ability to work under pressure, multitask, and maintain a positive attitude.
• Strong interpersonal, customer focus, and time management skills.

Competencies

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

Mental Requirements

• Ability to identify member and staff needs.
• Ability to use good judgment and make sound decisions quickly.
• Proven problem-solving abilities.
• Ability to concentrate in a multi-task environment.

Working Conditions

• Work is primarily performed in a climate-controlled office environment with moderate noise levels from office equipment.
• Work involves standing, walking, and sitting for extended periods, with potential for eyestrain from computer use.
• Must be able to talk and keyboard simultaneously.
• Deadlines and workloads may cause increased stress levels.
• Length of day is unpredictable; long hours may occasionally be required.
• Travel to branches in the Northern Nevada market (Reno/Sparks ~85% of the time, Carson City ~15% of the time) may be required.

Tools and Equipment Used

• General office equipment (computers, telephones, etc.).
• Cash dispense machine and drive-thru equipment.
• All available computer software and hardware.

Working Relationships

• Daily contact (personal, written, or phone) with MSA staff and Credit Union managers.
• Daily contact (personal, written, or phone) with Credit Union members.