MEMBER SUCCESS REPRESENTATIVE - VISTA
About The Position
The Member Success Representative (MSR) advocates for member loyalty by enhancing member value through personalized financial solutions and exceptional service. The role engages members to understand their financial needs, offers guidance and relevant products and services, and builds lasting relationships based on trust and mutual respect. MSRs help drive member satisfaction, retention, and loyalty through positive member experiences, tailored financial guidance, and appropriate referrals and product recommendations. The position is based at Greater Nevada Credit Union’s Vista Branch in Sparks, Nevada. The representative gathers and inputs loan applications for members and non-members, follows regulatory requirements and internal policies and procedures, and initiates the process to obtain Notary Public certification within three months of starting the role. Compensation is $18.27–$25.96 per hour.
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 teamwork skills.
- Sales acumen and relationship-management skills.
Responsibilities
- Build trusting relationships with members through personalized interactions.
- Proactively engage with members to understand their financial needs and goals.
- Recommend tailored financial solutions to enhance member value.
- 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 suited to 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.
- Learning and development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
