Member Service Advisor - Branch Float- Spanish Springs

United Federal Credit Union • Sparks, NV

10d

About The Position

The Member Service Advisor reinforces and builds member relationships by responding efficiently to service requests and soliciting new loan and deposit product purchases. The role focuses on exceeding member expectations and meeting sales goals by matching Credit Union products and services to members’ needs and making appropriate lending recommendations within established guidelines.

The position includes selling and delivering loan, deposit, investment, business, electronic, and convenience products and services; gathering loan application information; evaluating credit reports; and providing product information, service support, account maintenance, and problem resolution. The advisor maintains accurate documentation, contributes to training and team development, and performs teller functions as needed. The role travels among branches in the Northern Nevada market, primarily Reno/Sparks and also Carson City.

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 with demonstrated sales skills.
• 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, make decisions quickly, work under pressure, concentrate in a multitasking environment, and maintain a positive attitude when resolving issues.
• Competencies include problem solving, drive for results, time management, dealing with ambiguity, demonstrating 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 to complete loan applications, evaluate credit reports, offer solutions, and submit recommendations based on established lending guidelines.
• Provide product information and service support for member and staff inquiries, resolve problems in a timely manner, and maintain 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