Greater Nevada Credit Union - Reno, NV

posted 2 months ago

Full-time - Entry Level
Reno, NV
Credit Intermediation and Related Activities

About the position

The Member Success Representative (MSR) at Greater Nevada Credit Union serves as a dedicated advocate for member loyalty, focusing on enhancing member value through personalized financial solutions and exceptional service. The role involves engaging with members to understand their unique financial needs, providing expert guidance, and cultivating lasting relationships built on trust. MSRs play a pivotal role in driving member satisfaction, retention, and loyalty by delivering unparalleled customer experiences and promoting relevant products and services.

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.

Requirements

  • 1 year of customer service experience required
  • 6+ months experience in sales, banking or financial institution required
  • Problem Solving and Analytical Skills
  • Collaborates
  • Outgoing and friendly
  • Member focused
  • Credit Union product knowledge
  • Effective communication
  • Problem-solving
  • Team collaboration
  • Sales acumen
  • Relationship management

Benefits

  • Health savings account
  • Paid holidays
  • Health insurance
  • Dental insurance
  • Paid time off
  • Vision insurance
  • Life insurance
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