MEMBER SUCCESS REPRESENTATIVE - ELY

Greater Nevada Credit Union; Ely (NV); On-site; USD 25,000 - 34,000; Full time

Job summary

Greater Nevada Credit Union in Ely, NV seeks a proactive Member Success Representative (MSR) to enhance member value through tailored guidance and exceptional service. You will engage with members to assess needs, provide financial solutions, and build trust across member relationships.

The role emphasizes cross-selling relevant products, meeting sales targets, and collaborating with internal teams to ensure seamless referrals while educating members on banking tools and services.

Qualifications

• 1 year of customer service experience required.
• High School Diploma or GED required.
• 6+ months of sales, banking or financial institution experience required.
• Initiate Notary Public certification within three months of assuming the role.

Responsibilities

• Foster strong relationships with members through personalized interactions.
• Proactively engage members to understand financial needs and goals.
• Provide tailored financial solutions and recommendations.
• Deliver exceptional member service in every interaction.
• Educate members on banking products and tools to boost well-being.
• Cross-sell appropriate financial solutions and generate referrals.
• Input loan applications for members and non-members.

Skills

Problem Solving

Communication

Customer Service

Sales Awareness

Relationship Mgmt

Team Collaboration

Education

High School Diploma or GED

Job description

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.To do this, we practice C.A.R.E. with our Values:We Care Genuinely.We build relationships because we know that we are Greater Together.We Stay Trustworthy as we serve our communities.\"Be Bright\" rings in our ears as we find custom solutions that meet our members' needs.We Inspire One Another, our members, and our communities to re-imagine what Living Greater can be.In every moment, we Enjoy 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 DoingFoster 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.Qualifications1 year of customer service experience requiredHigh School Diploma or GED required6+ months of experience in sales, banking or financial institution requiredSkills & CompetenciesProblem Solving and Analytical SkillsCollaboratesOutgoing and friendlyMember focusedCredit Union product knowledgeEffective communicationProblem-solvingTeam collaborationSales acumenRelationship managementPhysical DemandsWhile 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 RequirementsGreater Nevada Credit Union's Ely Branch1008 US-6, Ely, NV 89301 United StatesLocated in an idyllic small community in beautiful Northern NevadaCompensation & Benefits$18.26 - $25.96 per hourCompensation is dependent on experienceMedical, dental, and vision plans, where we cover 90% of employee costs and about 75% of the costs for their dependentsHealth Savings Account contributionsSupplemental insurance and life insurance plansPaid 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 employmentPaid time to volunteer and make a contribution to the communityEmployee product and service discountsGreater Nevada is an Equal Opportunity EmployerEmployment 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.