Member Service Advisor

Full-time - Entry Level

Minden, NV

Credit Intermediation and Related Activities

About the position

The Member Service Advisor (MSA) plays a crucial role in building and reinforcing member relationships at United Federal Credit Union. This position focuses on efficiently responding to service requests while actively soliciting new loan and deposit product purchases. The MSA is responsible for exceeding member expectations and achieving sales goals by understanding members' needs and making appropriate lending recommendations based on established guidelines.

Responsibilities

• Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products and services.
• Gather information to complete loan applications and evaluate credit reports.
• Offer solutions to members and submit recommendations based on established lending guidelines.
• Act as the primary source of product information and service support for member and staff inquiries.
• Provide accurate, complete and consistent documentation in a timely manner.
• Participate in and contribute to training and team development.
• 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 and good business writing skills.
• Computer literacy and keyboarding skills.
• Thorough knowledge of lending principles and banking regulations.
• Self-motivated with demonstrated sales skills.

Nice-to-haves

• Experience in a financial institution or credit union setting.
• Familiarity with financial products and services.
• Ability to engage members in conversations to increase product penetration.

Benefits

• Health insurance
• 401k retirement plan
• Paid holidays
• Paid time off
• Employee discounts