MEMBER SUCCESS REPRESENTATIVE - NORTH CARSON
About The Position
The Member Success Representative (MSR) is a dedicated advocate for member loyalty who enhances member value through personalized financial solutions and exceptional service. The role involves understanding members’ unique needs, providing expert guidance, and building lasting relationships based on trust and mutual respect. Through positive member experiences, tailored financial advice, and relevant product and service recommendations, the MSR contributes to member satisfaction, retention, and loyalty. The position is based at Greater Nevada Credit Union’s North Carson Branch in Carson City, Nevada. The representative gathers and inputs loan applications for members and non-members, follows regulatory requirements and internal policies, and initiates the process to obtain Notary Public certification within three months of assuming the role.
Requirements
- At least 1 year of customer service experience.
- At least 6 months of experience in sales, banking, or a financial institution.
- High school diploma or GED.
- Basic computer skills and ability to learn systems.
- Strong attention to detail and customer service skills.
- Outgoing and friendly demeanor.
- Member-focused approach.
- Effective communication, problem-solving, and team collaboration skills.
- Sales acumen and relationship management skills.
Nice To Haves
- Credit Union product knowledge.
Responsibilities
- Build 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.
- Deliver positive, memorable member service experiences.
- Address member inquiries, concerns, and requests promptly and effectively as a trusted advisor.
- Provide financial guidance and education to help members make informed decisions.
- Educate members about banking products, services, and tools.
- Identify opportunities to cross-sell 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 address member needs holistically.
- Gather and input loan applications for members and non-members.
- Follow 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.
Benefits
- Medical, dental, vision, and supplemental medical plans.
- Paid time off, including vacation and sick time.
- Paid time to volunteer and contribute to the community.
- Employee product and service discounts.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
