Member Success Advocate | Tailored Financial Guidance

Greater Nevada Credit Union; Carson City (NV); Sur place; USD 25 000 - 36 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and/or other <

Paid time off (vacation and sick)

Paid time to volunteer

Employee product discounts

Résumé du poste

Greater Nevada Credit Union, a division of America First, seeks a Member Success Representative at our North Carson Branch in Carson City, NV. This role focuses on building lasting member relationships, delivering tailored financial guidance, and ensuring exceptional service throughout every interaction.

You will engage with members to understand their needs, educate them on banking products, cross-sell appropriate solutions, and help them achieve their financial goals while complying with

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.

Responsabilités

• 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.
• 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.

Connaissances

Customer service

Sales

Banking knowledge

Communication

Problem-solving

Team collaboration

Relationship management

Notary (training)

Formation

High School Diploma or GED

Description du poste

Greater Nevada Credit Union, a division of America First, seeks a Member Success Representative at our North Carson Branch in Carson City, NV. This role focuses on building lasting member relationships, delivering tailored financial guidance, and ensuring exceptional service throughout every interaction.

You will engage with members to understand their needs, educate them on banking products, cross-sell appropriate solutions, and help them achieve their financial goals while complying with