Member Service Representative
Carson City | cucareers-gncu.icims.com |
Overview:
At Greater Nevada, our passion is helping more people Live Greater, including our members, communities, and each other.
With pride, we strive to make a difference in the lives of our members and the communities they live in through financial inclusion, education, and empowerment. Why? Simply because we believe that together, we Live Greater.
To do this, we practice C.A.R.E. with our Values:
• We Care Genuinely.
• We build relationships because we know that we are Greater Together.
• We Stay Trustworthy as we serve our communities.
• "Be Bright" rings in our ears as we find custom solutions that meet our members' needs.
• We Inspire One Another, our members, and our communities to re-imagine what Living Greater can be.
• In every moment, we Enjoy the Experience. It's what has made the last 70 years greater and what we carry into the future as we continue to serve.
These values have guided us to become the largest Nevada-based credit union to touch the lives of more than 88,500 members and thousands upon thousands of people through our community and philanthropic work.
If you’re enthusiastic, collaborative, and ready to make an impact, we’d love to meet you!
About The Position:
The Member Service Representative is responsible for performing sales and service functions and generating sales referrals within the branch to assist in achieving branch and organizational goals. Greater Nevadans in this position focus on providing quality financial services to members and prospective members.
What You'll Be Doing
• Demonstrate high level of accuracy related to branch operating procedures to include cash handling, dual control, daily work documentation procedures including balancing all work and cash-related transactions.
• Demonstrate highly developed skills with respect to general member interactions and when engaged in member servicing interviews to develop referrals for service and/or product sales.
• Conduct member interviews to assess financial needs; offer appropriate services/products including referral for the potential sale of a loan and/or products related to loans; offer deposit products and services to help members achieve financial goals. Open, close, and service member accounts in a timely and accurate manner.
• Cross-sell products and services to members and potential members in order to meet established business plan and scorecard strategies, as well as member needs.
• Complete all required steps in the account opening process including actively trying to find additional financial needs through profiling and complete all required steps in the account closure process including actively trying to retain the account.
• Process required transactions within Greater Nevada policy and procedure guidelines, as well as individually assigned limitations.
• Meet production goals established by management to include product/loan sales referrals.
• Apply appropriate procedures and reporting requirements of the Bank Secrecy Act.
Qualifications
• 6 months customer service experience
• 6 months cash handling experience
• Sales experience preferred
Skills & Competencies
• Excellent Communication Skills
• Problem Solving and Analytical Skills
• Friendly and Outgoing Personality
• Sales Skills and Experience
• Effective Relationship Building Skills
• Willing to take initiative
• Action oriented
• Communicates effectively
• Customer (member) focused
• Collaborates
Physical Demands
• While performing the duties of your job, you may regularly be required to sit and use a keyboard, multiple monitors, mouse, and telephone (including repetitive motions with hands, fingers, arms, etc.) for extended periods of time. You may also frequently be required to stand, walk, and reach with hands and arms, bend, and kneel.
• You may occasionally be required to lift and/or move up to 20 pounds.
Location and Travel Requirements
Greater Nevada Credit Union's Eagle Station Branch
481 Eagle Station Lane
Carson City, NV 89701
United States
• Located in an idyllic small community in beautiful Northern Nevada
Compensation & Benefits
• $35,500.00-$49,000 per year
• Compensation is dependent on experience
• 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
Greater Nevada is an Equal Opportunity Employer
Employment at Greater Nevada is based solely on a person's merit and qualifications directly related to professional competence. Greater Nevada prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
At Greater Nevada, our passion is helping more people Live Greater, including our members, communities, and each other.
With pride, we strive to make a difference in the lives of our members and the communities they live in through financial inclusion, education, and empowerment. Why? Simply because we believe that together, we Live Greater.
To do this, we practice C.A.R.E. with our Values:
• We Care Genuinely.
• We build relationships because we know that we are Greater Together.
• We Stay Trustworthy as we serve our communities.
• "Be Bright" rings in our ears as we find custom solutions that meet our members' needs.
• We Inspire One Another, our members, and our communities to re-imagine what Living Greater can be.
• In every moment, we Enjoy the Experience. It's what has made the last 70 years greater and what we carry into the future as we continue to serve.
These values have guided us to become the largest Nevada-based credit union to touch the lives of more than 88,500 members and thousands upon thousands of people through our community and philanthropic work.
If you’re enthusiastic, collaborative, and ready to make an impact, we’d love to meet you!
About The Position:
The Member Service Representative is responsible for performing sales and service functions and generating sales referrals within the branch to assist in achieving branch and organizational goals. Greater Nevadans in this position focus on providing quality financial services to members and prospective members.
What You'll Be Doing
• Demonstrate high level of accuracy related to branch operating procedures to include cash handling, dual control, daily work documentation procedures including balancing all work and cash-related transactions.
• Demonstrate highly developed skills with respect to general member interactions and when engaged in member servicing interviews to develop referrals for service and/or product sales.
• Conduct member interviews to assess financial needs; offer appropriate services/products including referral for the potential sale of a loan and/or products related to loans; offer deposit products and services to help members achieve financial goals. Open, close, and service member accounts in a timely and accurate manner.
• Cross-sell products and services to members and potential members in order to meet established business plan and scorecard strategies, as well as member needs.
• Complete all required steps in the account opening process including actively trying to find additional financial needs through profiling and complete all required steps in the account closure process including actively trying to retain the account.
• Process required transactions within Greater Nevada policy and procedure guidelines, as well as individually assigned limitations.
• Meet production goals established by management to include product/loan sales referrals.
• Apply appropriate procedures and reporting requirements of the Bank Secrecy Act.
Qualifications
• 6 months customer service experience
• 6 months cash handling experience
• Sales experience preferred
Skills & Competencies
• Excellent Communication Skills
• Problem Solving and Analytical Skills
• Friendly and Outgoing Personality
• Sales Skills and Experience
• Effective Relationship Building Skills
• Willing to take initiative
• Action oriented
• Communicates effectively
• Customer (member) focused
• Collaborates
Physical Demands
• While performing the duties of your job, you may regularly be required to sit and use a keyboard, multiple monitors, mouse, and telephone (including repetitive motions with hands, fingers, arms, etc.) for extended periods of time. You may also frequently be required to stand, walk, and reach with hands and arms, bend, and kneel.
• You may occasionally be required to lift and/or move up to 20 pounds.
Location and Travel Requirements
Greater Nevada Credit Union's Eagle Station Branch
481 Eagle Station Lane
Carson City, NV 89701
United States
• Located in an idyllic small community in beautiful Northern Nevada
Compensation & Benefits
• $35,500.00-$49,000 per year
• Compensation is dependent on experience
• 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
Greater Nevada is an Equal Opportunity Employer
Employment at Greater Nevada is based solely on a person's merit and qualifications directly related to professional competence. Greater Nevada prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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