Senior Member Service Representative - Winterwood Branch

Senior Member Service Representative – Winterwood Branch

Silver State Schools Credit Union

Full Time (40 Hours) Monday - Saturday (Varies) Friday 9 a.m. – 6 p.m.

Winterwood Branch – 2256 S. Nellis Blvd., Las Vegas, NV 89104

The primary purpose of this position is to assist Silver State Schools Credit Union to live out its Mission, "Excellent Member Service and Financial Solutions - For Life," by providing outstanding service to both members and internal members. A key component of this service is to identify member needs and provide appropriate credit union product solutions.

• To deliver service in alignment with our Service Commitments
  • I will earn respect and build trust by acting with integrity in every situation.
  • I will understand my role in supporting the team to achieve our purpose.
  • I will focus on people over products and build lasting relationships.
  • I will take ownership and accept responsibility.
  • I will treat my coworkers with the same high standards as I treat my member.
  • I will continuously look for ways to improve myself, my credit union, and my community.
  • I will accept there is no "they". We are one working toward the same mission.
  • I will commit to the core values.
• Possess adequate product knowledge as measured by the annual product knowledge certification assessment.
• Meet or exceed established sales and service goals.

Responsible for building relationships with our credit union members. Must be able to present credit union products and services that match the member needs. Assist members in resolving account and/or loan related problems.

Build member relationships through proactively identifying additional products and services that will aid the member in achieving their financial goals. Communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. Provide highest level of caring, personalized service and quality products, while staying abreast of members' needs and expectations.

Within written authorities and in accordance with sound underwriting practices as set forth in policy/procedure manuals, this position examines, evaluates, inputs data, and assists with qualifying the borrower/member application request for secured/unsecured fixed rate loans or open-end lines of credit.

All new account and/or loan applications, and any services or products requested by a member are expected to be facilitated including proper communication and documentation within the required service standard levels set forth by the institution.

• Professionally greets and interviews members and potential members to determine financial needs. Suggests and explains appropriate deposits, lending, and investment products.
• Contributes to the credit union's strategic focus on loan & member growth and member service.
• Ability to organize and prioritize work to ensure timely and accurate opening, processing, funding of all accounts (accounts and loans).
• Processes and opens new accounts and additional services while meeting cross-sell performance standards.
• Uncovers opportunities to refer business to other lines of business partners within the credit union such as mortgage solutions, member business solutions, or investment solutions.
• Responsible for accurately completing all Safe Deposit Box services.
• May process a variety of financial transactions for members including issuing checks, processing deposits and withdrawals from accounts, filing insurance claims, issuing certificates, drafts, and other negotiable instruments.
• Identify cross-sell opportunities to enhance relationship with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, products, and services. This position models a retail type sales and service environment.
• Take ownership of all member requests or complaints with minimal need to refer to another department within the Credit Union.
• Responds and researches member inquiries regarding the operation of accounts, access to services, resolving account discrepancies, balancing, and reconciling, adding or reducing…