Member Service Advisor (Universal Banker)

Full-time - Entry Level

Minden, NV

Credit Intermediation and Related Activities

About the position

The Member Service Advisor (Universal Banker) plays a crucial role in building and maintaining member relationships by efficiently responding to service requests and promoting Credit Union products. This position focuses on exceeding member expectations and achieving sales goals through a comprehensive understanding of member needs and appropriate lending recommendations.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services.
• Act as the primary source of product information and service support for member and staff inquiries, ensuring timely problem resolution and account maintenance.
• Maintain a high knowledge of all 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 assist in adaptation to new processes and systems.
• Perform teller functions as needed.

Requirements

• High school diploma or equivalent; some college preferred.
• Minimum of two years' experience in a related sales field.
• Sales or referral experience with proven results.
• NMLS registration required upon hire.
• Excellent communication skills.
• Good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles.
• Analysis and resolution skills.
• Self-motivated with demonstrated sales skills.
• Phone sales solicitation skills.
• Knowledge of Credit Union products, services and banking regulations.

Nice-to-haves

• Experience in a financial institution or banking environment.

Benefits

• Health insurance
• 401k plan
• Paid holidays
• Paid time off
• Professional development opportunities