MEMBER SUCCESS REPRESENTATIVE - MINDEN

GREATER NEVADA•Minden, NV

61d•$38,000 - $54,000•Onsite

About The Position

Member Success Representative (MSR) is a dedicated advocate for member loyalty, committed to enhancing member value through personalized financial solutions and exceptional service. MSRs will engage with members to understand their unique needs, provide expert guidance, and cultivate lasting relationships built on trust and mutual respect. By delivering unparalleled customer experiences, offering tailored financial advice, and promoting relevant products and services, MSRs will play a pivotal role in driving member satisfaction, retention, and loyalty.

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

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.

Benefits

Medical, dental, and vision plans, where we cover 90% of employee costs and about 75% of the costs for their dependents
Health Savings Account contributions
Supplemental insurance and life insurance plans
Paid time off, including vacation and sick time, 12 annual paid holidays, 2 floating holidays, 1 floating wellness day and sabbatical leave after every seven years of employment
Paid time to volunteer and make a contribution to the community
Employee product and service discounts

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