Member Success Advocate: Personal Banking & Guidance

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

Benefits offered by this job

Medical, dental, and vision plans

Job summary

Greater Nevada Credit Union in Minden, NV is seeking a Member Success Representative to advocate for member loyalty through personalized financial solutions and outstanding service. You will build trusted relationships, understand members' needs, advise on banking products, and drive referrals while ensuring compliance and pursuing Notary Public certification within three months.

The role emphasizes proactive engagement, cross-selling appropriate solutions, and collaborating with internal teams

Qualifications

• 1 year of customer service experience required.
• High School Diploma or GED required.
• 6+ months of 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.
• Offer comprehensive financial guidance and education to empower members in making informed decisions.
• 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.
• Collaborate with internal teams to provide seamless referrals and ensure a holistic approach to meeting member needs.
• 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

Customer service

Sales

Communication

Relationship management

Banking product knowledge

Team collaboration

Problem solving

Education

High School Diploma or GED

Job description

Greater Nevada Credit Union in Minden, NV is seeking a Member Success Representative to advocate for member loyalty through personalized financial solutions and outstanding service. You will build trusted relationships, understand members' needs, advise on banking products, and drive referrals while ensuring compliance and pursuing Notary Public certification within three months.

The role emphasizes proactive engagement, cross-selling appropriate solutions, and collaborating with internal teams