Member Service Advisor (Universal Banker) - Branch Float - Minden

University Federal Credit Union • Minden, NV

6d

About The Position

The Member Service Advisor reinforces and builds member relationships by responding efficiently to service requests and soliciting purchases of loan and deposit products. The role is responsible for exceeding member expectations and meeting sales goals by matching Credit Union products and services to members’ needs, and making lending recommendations in accordance with established guidelines.

The position sells and delivers loan, deposit, investment, business, electronic, and convenience products and services. This includes collecting information for loan applications, evaluating credit reports, proposing solutions, and submitting recommendations. The advisor also provides product information and service support to members and staff, resolves problems, maintains accounts, documents work accurately and promptly, contributes to training and team development, and performs teller functions as needed.

The role involves daily contact with MSA staff, Credit Union managers, and members. Work is normally performed in a climate-controlled office, primarily seated, with brief periods of standing and walking. Travel to local branches in the market is required. Long hours may be needed to accommodate deadlines or special meetings.

Requirements

• High school diploma or equivalent.
• At least two years of experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.
• Honesty and integrity.
• Excellent communication skills and good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles.
• Analysis and resolution skills.
• Self-motivation and demonstrated sales skills, including phone sales solicitation skills.
• Knowledge of Credit Union products, services, and banking regulations.
• Ability to engage members in conversations to increase product penetration.
• Valid driver’s license.
• Ability to identify member and staff needs, exercise sound judgment, and make decisions quickly.
• Ability to work under pressure, concentrate in a multitasking environment, solve problems, and maintain a positive attitude when resolving issues.
• Required competencies include problem solving, drive for results, time management, dealing with ambiguity, courage, interpersonal savvy, customer focus, integrity and trust, self-development, and business acumen.

Nice To Haves

• Some college.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic, and convenience products and services.
• Gather information for loan applications, evaluate credit reports, offer solutions to members, and submit recommendations under established lending guidelines.
• Serve as a primary source of product information and service support for member and staff inquiries.
• Resolve problems promptly and maintain member accounts.
• Maintain thorough knowledge of Credit Union products and services.
• Provide accurate, complete, and consistent documentation in a timely manner.
• Participate in and contribute to training and team development to support adaptation to new processes and systems.
• Perform teller functions as needed.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED