Member Success Advocate

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

Benefits offered by this job

Medical, Dental, Vision

HSA

Paid Time Off

Paid Holidays

Volunteer Time

Employee Discounts

Job summary

Greater Nevada Credit Union’s Eagle Station Branch in Carson City, NV is seeking a motivated Member Success Representative (MSR) to engage with members, assess their financial needs, and provide knowledgeable guidance with a focus on service excellence and relationship building.

This full-time role requires 1 year of customer service and 6+ months in sales or banking; you will meet sales targets, cross-sell appropriate products, and collaborate across teams.

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 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.
• Proactively identify opportunities to cross-sell banking products and services based on members' needs and preferences.

Skills

Problem Solving

Collaborates

Outgoing & Friendly

Member Focused

Credit Union Product Knowledge

Effective Communication

Sales Acumen

Relationship Management

Team Collaboration

Job description

Greater Nevada Credit Union’s Eagle Station Branch in Carson City, NV is seeking a motivated Member Success Representative (MSR) to engage with members, assess their financial needs, and provide knowledgeable guidance with a focus on service excellence and relationship building.

This full-time role requires 1 year of customer service and 6+ months in sales or banking; you will meet sales targets, cross-sell appropriate products, and collaborate across teams.