Member Service Representative II (FT) - Tropicana
Silver State Schools Credit Union, Las Vegas, NV, United States
Member Service Representative II
Full Time (40 Hours)
Monday - Thursday (8:45 am - 5:15 pm) Friday (8:45 am - 6:15 pm)
Tropicana 2250 E. Tropicana Avenue, Suite 5
Las Vegas, NV 89119
Purpose 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.
Commitments and Values
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.
Summary Responsible for building relationships with our credit union members. Must be able to present credit union products and services that match the member needs and 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 represent the credit union in a positive and professional manner. Provide the highest level of caring, personalized service and quality products while staying abreast of members’ needs and expectations.
Essential Duties and Responsibilities
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.
Organizes and prioritizes work to ensure timely and accurate opening, processing, and 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.
Accurately completes all Safe Deposit Box services.
Processes 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.
Identifies cross‑sell opportunities to enhance relationships with members and provide enhanced services by maintaining expert knowledge of Credit Union features, benefits, products, and services.
Takes ownership of all member requests or complaints with minimal need to refer to another department.
Responds and researches member inquiries regarding account operation, services access, reconciliation, and adjustments to account features.
Analyzes completed loan applications and supporting documentation to determine feasibility.
Provides counseling to applicants, members, and dealers regarding loan decisions and applicable policies and procedures.
Accurately completes and reviews all loan applications, gathers supporting documentation, analyzes financial status and creditworthiness, and values collateral prior to submission.
Seeks additional information when needed, presents counter‑offers, and suggests cross‑sell opportunities.
Completes applicable tasks, stipulations, or conditions within the lending platform.
Ensures all executed documentation and packets are complete, accurate, and archived per policy and regulatory requirements.
Accurately analyzes and inputs income verifications, title reports, and collateral appraisals.
Describes and recommends suitable insurance products and ancillary products.
Communicates credit decisions to applicants in a timely manner.
Outward calling may be required for campaigns, promotions, and pre‑approved offers.
Explains the features and benefits of all credit union electronic services (Debit Card, Mobile Banking, Online Bill Pay, Online Banking, Direct Deposit, ACH Debit/Credit, and Payroll Deduction).
Assists with auditing (cash balancing, ATM balancing, instant issue cards).
Follows established credit union policies, procedures, government rules, and security guidelines.
Performs all required functions with accuracy, efficiency, and dependability, within the Credit Union's standard of conduct.
Displays competence and confidence in the sales environment.
Demonstrates a cooperative and positive attitude toward members, potential members, and the credit union team.
Maintains a professional appearance and demeanor.
Understands the importance of the "first responder" tile in the overall image and service satisfaction of members, continuously maintaining a high satisfaction standard.
Performs other duties as assigned.
Education and Experience High school diploma or GED; Associate's degree (A.A.) preferred or equivalent from a two‑year college or technical school, and a minimum of 2–4 years banking or credit union experience and/or training; or an equivalent combination of education and related experience. Thorough knowledge of credit union computer systems, including basic input/output tasks, Word and Excel desired.
*ONLY FULLY COMPLETED APPLICATIONS WILL BE CONSIDERED*
**SEE RESUME ON APPLICATIONS WILL NOT BE CONSIDERED**
SILVER STATE SCHOOLS CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER (EOE)
DRUG‑FREE WORKPLACE
#J-18808-Ljbffr
Purpose 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.
Commitments and Values
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.
Summary Responsible for building relationships with our credit union members. Must be able to present credit union products and services that match the member needs and 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 represent the credit union in a positive and professional manner. Provide the highest level of caring, personalized service and quality products while staying abreast of members’ needs and expectations.
Essential Duties and Responsibilities
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.
Organizes and prioritizes work to ensure timely and accurate opening, processing, and 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.
Accurately completes all Safe Deposit Box services.
Processes 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.
Identifies cross‑sell opportunities to enhance relationships with members and provide enhanced services by maintaining expert knowledge of Credit Union features, benefits, products, and services.
Takes ownership of all member requests or complaints with minimal need to refer to another department.
Responds and researches member inquiries regarding account operation, services access, reconciliation, and adjustments to account features.
Analyzes completed loan applications and supporting documentation to determine feasibility.
Provides counseling to applicants, members, and dealers regarding loan decisions and applicable policies and procedures.
Accurately completes and reviews all loan applications, gathers supporting documentation, analyzes financial status and creditworthiness, and values collateral prior to submission.
Seeks additional information when needed, presents counter‑offers, and suggests cross‑sell opportunities.
Completes applicable tasks, stipulations, or conditions within the lending platform.
Ensures all executed documentation and packets are complete, accurate, and archived per policy and regulatory requirements.
Accurately analyzes and inputs income verifications, title reports, and collateral appraisals.
Describes and recommends suitable insurance products and ancillary products.
Communicates credit decisions to applicants in a timely manner.
Outward calling may be required for campaigns, promotions, and pre‑approved offers.
Explains the features and benefits of all credit union electronic services (Debit Card, Mobile Banking, Online Bill Pay, Online Banking, Direct Deposit, ACH Debit/Credit, and Payroll Deduction).
Assists with auditing (cash balancing, ATM balancing, instant issue cards).
Follows established credit union policies, procedures, government rules, and security guidelines.
Performs all required functions with accuracy, efficiency, and dependability, within the Credit Union's standard of conduct.
Displays competence and confidence in the sales environment.
Demonstrates a cooperative and positive attitude toward members, potential members, and the credit union team.
Maintains a professional appearance and demeanor.
Understands the importance of the "first responder" tile in the overall image and service satisfaction of members, continuously maintaining a high satisfaction standard.
Performs other duties as assigned.
Education and Experience High school diploma or GED; Associate's degree (A.A.) preferred or equivalent from a two‑year college or technical school, and a minimum of 2–4 years banking or credit union experience and/or training; or an equivalent combination of education and related experience. Thorough knowledge of credit union computer systems, including basic input/output tasks, Word and Excel desired.
*ONLY FULLY COMPLETED APPLICATIONS WILL BE CONSIDERED*
**SEE RESUME ON APPLICATIONS WILL NOT BE CONSIDERED**
SILVER STATE SCHOOLS CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER (EOE)
DRUG‑FREE WORKPLACE
#J-18808-Ljbffr