MEMBER SUCCESS REPRESENTATIVE - MINDEN

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

Benefits offered by this job

Medical, dental, and vision plans

Paid time off and holidays

Volunteer time off

Sabbatical leave after seven years

Job summary

Greater Nevada Credit Union is seeking a Member Success Representative at our Minden branch to build trusted relationships and provide tailored financial guidance. You will engage with members to understand needs, offer personalized solutions, and help drive loyalty and satisfaction through exceptional service.

Responsibilities include proactive member outreach, cross-selling appropriate products, and processing loan applications while adhering to regulatory requirements.

Qualifications

• 1 year of customer service experience required.
• 6+ months of experience in sales, banking or financial institution required.
• High School Diploma or GED 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.
• 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.

Skills

Customer service

Sales acumen

Communication

Team collaboration

Relationship management

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 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
• High School Diploma or GED required
• 6+ months of 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 Minden Branch

1545 US Highway 395 N Minden Nevada 89423 United States

• Located in an idyllic small community in beautiful Northern Nevada

Compensation & Benefits

• $18.26 - $25.96 per hour
• 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.