MEMBER SUCCESS REPRESENTATIVE - EAGLE STATION BRANCH

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

Job Details

Job Location: EAGLE STATION BRANCH - Carson City, NV 89701

Position Type: Full Time

Job Category: Member Services

At Greater Nevada, our passion is helping more people Live Greater, including our members, communities, and each other.

With pride, we strive to make a difference in the lives of our members and the communities they live in through financial inclusion, education, and empowerment. Why? Simply because we believe that together, we Live Greater.

Values

• WeCare Genuinely.
• We build relationships because we know that we areGreater Together.
• WeStay Trustworthyas we serve our communities.
• "Be Bright" rings in our ears as we find custom solutions that meet our members' needs.
• WeInspire One Another, our members, and our communities to re-imagine whatLiving Greater can be.
• In every moment, weEnjoy the Experience. It's what has made the last 70 years greater and what we carry into the future as we continue to serve.

These values have guided us to become the largest Nevada-based credit union to touch the lives of more than 88,500 members and thousands upon thousands of people through our community and philanthropic work.

If you’re enthusiastic, collaborative, and ready to make an impact, we’d love to meet you!

About The Position

Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to enhancing member value through personalized financial solutions and exceptional service. MSRs will engage with members to understand their unique needs, provide expert guidance, and cultivate lasting relationships built on trust and mutual respect. By delivering unparalleled customer experiences, offering tailored financial advice, and promoting relevant products and services, MSRs will play a pivotal role in driving member satisfaction, retention, and loyalty.

What You'll Be Doing

• 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.

Qualifications

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

Skills & Competencies

• Problem Solving and Analytical Skills
• Collaborates
• Outgoing and friendly
• Member focused
• Credit Union product knowledge
• Effective communication
• Problem-solving
• Team collaboration
• Sales acumen
• Relationship management

Physical Demands

While performing the duties of your job, you may regularly be required to sit and use a keyboard, multiple monitors, mouse, and telephone (including repetitive motions with hands, fingers, arms, etc.) for extended periods of time. You may also frequently be required to stand, walk, and reach with hands and arms, bend, and kneel.You may occasionally be required to lift and/or move up to 40 pounds. Anything above 40 pounds requires a team lift.

Location and Travel Requirements

Greater Nevada Credit Union's Eagle Station Branch

481 Eagle Station Lane,

Carson City NV 89701

United States

Located in an idyllic small community in beautiful Northern Nevada

Compensation & Benefits

• $38,000 - $54,000 per year
• Compensation is dependent on experience
• Medical, dental, and vision plans, where we cover 90% of employee costs and about 75% of the costs for their dependents
• Health Savings Account contributions
• Supplemental insurance and life insurance plans
• Paid time off, including vacation and sick time, 12 annual paid holidays, 2 floating holidays, 1 floating wellness day and sabbatical leave after every seven years of employment
• Paid time to volunteer and make a contribution to the community
• Employee product and service discounts

Greater Nevada is an Equal Opportunity Employer

Employment at Greater Nevada is based solely on a person's merit and qualifications directly related to professional competence. Greater Nevada prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.