Member Success Advisor

Greater Nevada; Sparks (NV); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, dental, vision plans

Paid time off

Volunteer time

Employee discounts

Job summary

Greater Nevada Credit Union’s Vista Branch in Sparks, NV seeks a Member Success Representative to build strong member relationships and deliver tailored financial guidance. You will learn products and services, cross-sell where appropriate, and maintain high service standards.

You will act as a trusted advisor, addressing inquiries promptly, educating members on banking options, and helping drive loyalty and retention through proactive engagement.

Qualifications

• 1 year of customer service experience required.
• 6+ months experience in sales, banking or financial institution required.
• High School Diploma or GED required.
• Basic computer skills and ability to learn systems.
• Strong attention to detail and customer service skills.

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.

Skills

Customer service

Sales experience

Banking knowledge

Attention to detail

Communication skills

Education

High School Diploma or GED

Job description

Greater Nevada Credit Union’s Vista Branch in Sparks, NV seeks a Member Success Representative to build strong member relationships and deliver tailored financial guidance. You will learn products and services, cross-sell where appropriate, and maintain high service standards.

You will act as a trusted advisor, addressing inquiries promptly, educating members on banking options, and helping drive loyalty and retention through proactive engagement.