Member Service Advisor (Universal Banker)

United Federal Credit Union • Reno, NV

11d • Onsite

About The Position

The Member Service Advisor (Universal Banker) 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 appropriate lending recommendations under established guidelines.

The advisor sells and delivers loan, deposit, investment, business, electronic, and convenience products and services. Duties include gathering information for loan applications, evaluating credit reports, offering 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.

Work is normally performed in a climate-controlled office with moderate noise. The position may require travel to Northern Nevada branches, primarily Reno/Sparks and occasionally Carson City. Most work is seated, with brief periods of standing and walking. The role may involve unpredictable workday length and long hours 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, use sound judgment, make timely decisions, work under pressure, solve problems, concentrate in a multitasking environment, and maintain a positive attitude when resolving issues.

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, 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