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

United Federal Credit Union • Minden, NV

7d

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 advisor sells and delivers loan, deposit, investment, business, electronic, and convenience products and services. This includes gathering loan application information, reviewing credit reports, presenting solutions, and submitting recommendations under established lending guidelines. The role also provides product information and service support to members and staff, resolves issues, 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 requires travel to local branches in the market. Most work is seated, with occasional standing and walking; reading computer screens may cause eyestrain, and talking while keyboarding is required. Workdays may be unpredictable, and long hours may be required to meet deadlines or attend 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 good judgment, and make sound decisions quickly.
• Ability to work under pressure, concentrate in a multitask environment, solve problems, and maintain a positive attitude when resolving member or staff issues.

Nice To Haves

• Some college preferred.

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 lending recommendations in accordance with established guidelines.
• Serve as a primary source of product information and service support for member and staff inquiries.
• Resolve problems in a timely manner 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