Member Success Advisor

Greater Nevada Credit Union; Carson City (NV); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

HSA contributions

Paid time off and holidays

Volunteer time and sabbatical after 7+

Employee product and service discounts

Job summary

Greater Nevada Credit Union in Carson City, NV is seeking a Member Success Representative (MSR) to be a dedicated advocate for member loyalty, providing personalized financial guidance and exceptional service. MSRs will engage with members to understand needs and build lasting relationships founded on trust and mutual respect.

As a MSR, you will deliver tailored financial solutions, educate members on banking products, and aim to exceed sales targets by promoting appropriate services while

Qualifications

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

Responsibilities

• Foster strong, trusting relationships with members through personalized interactions.
• Proactively engage with members to understand 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.
• 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.
• Meet and exceed sales targets by promoting appropriate financial solutions and generating referrals.
• Gather 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.

Skills

Problem Solving

Collaborates

Outgoing and friendly

Member focused

Credit Union product knowledge

Effective communication

Sales acumen

Relationship management

Team collaboration

Job description

Greater Nevada Credit Union in Carson City, NV is seeking a Member Success Representative (MSR) to be a dedicated advocate for member loyalty, providing personalized financial guidance and exceptional service. MSRs will engage with members to understand needs and build lasting relationships founded on trust and mutual respect.

As a MSR, you will deliver tailored financial solutions, educate members on banking products, and aim to exceed sales targets by promoting appropriate services while