MEMBER SUCCESS REPRESENTATIVE - NORTH CARSON

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

Benefits offered by this job

Medical, dental, vision and/or other <

Paid time off (vacation and sick)

Paid time to volunteer

Employee product discounts

Job summary

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.

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.
• 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

Banking knowledge

Communication

Problem-solving

Team collaboration

Relationship management

Notary (training)

Education

High School Diploma or GED

Job description

At Greater Nevada Credit Union, a division of America First, we are committed to making a meaningful difference in the lives of our members, our communities, and one another.

Our team takes pride in serving our members while investing in the communities where we live and work. Our collaborative culture encourages innovation, professional growth, and a shared commitment to delivering exceptional member experiences.

Why Join Us?

• Make a meaningful difference in the lives of our members and communities
• Be part of a collaborative and supportive team
• Grow your career through learning and development opportunities

Work for an organization committed to helping people and communities thrive

If you're passionate about helping others, building meaningful relationships, working as part of a team, and making 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
• High School Diploma or GED required
• Basic computer skills and ability to learn systems
• Strong attention to detail and customer service skills

Skills & Competencies

• 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 North Carson Branch

4131 N Carson St, Carson City, Nevada 89423 United States

• Located in an idyllic small community in beautiful Northern Nevada

Compensation & Benefits

• $18.27 - 25.96 per hour
• Medical, dental, vision and supplemental medical plans
• Paid time off, including vacation and sick time
• 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 Credit Union, a division of America First, 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.