Financial Services Representative Location: Reno, Nevada
Reports To: Branch Manager Join Our Team Are you passionate about helping people achieve their financial goals while delivering exceptional customer service? We are seeking a Financial Services Representative (FSR) to serve as a trusted resource for our members by providing financial solutions, loan services, account support, and technology assistance in a fast-paced environment. This role is ideal for someone who thrives on building relationships, enjoys problem-solving, is comfortable with technology, and is motivated by sales and service goals. What You'll Do Member Service & Financial Solutions
- Build strong relationships with members through consultative conversations and exceptional service.
- Open new accounts and process changes to existing accounts.
- Assist members with deposits, withdrawals, transfers, and other financial transactions.
- Educate members on products and services that support their financial well-being.
- Identify opportunities and make referrals for mortgage, investment, insurance, GAP, and mechanical breakdown products.
- Research and resolve account inquiries, disputes, and service requests.
- Process wire transfers, account maintenance transactions, and fee adjustments within established limits.
- Assist with IRA account setup, maintenance, transfers, deposits, and withdrawals.
Digital Banking & Technical Support
- Assist members with online and mobile banking access, password resets, account unlocks, and multi-factor authentication.
- Troubleshoot digital banking and debit/credit card-related issues.
- Educate members on using ATMs, mobile apps, online banking, and other self-service tools.
- Navigate multiple systems and software applications simultaneously to resolve member needs.
- Escalate technical issues when appropriate.
Lending & Loan Processing
- Interview members and process consumer loan applications.
- Gather and verify required documentation to support loan decisions.
- Prepare and fund approved loans.
- Explain loan products, credit card features, and lending options.
- Promote ancillary products such as debt cancellation, GAP coverage, and mechanical breakdown protection.
- Maintain compliance with lending regulations and internal policies.
Sales & Business Development
- Meet or exceed established sales and referral goals.
- Promote products and services that align with member needs.
- Participate in branch marketing campaigns and outbound calling initiatives.
- Contribute to overall branch performance and member growth objectives.
What We're Looking For Required Qualifications
- High school diploma or GED equivalent.
- Minimum of one year of experience in a financial institution or significant customer service and sales experience.
- Strong customer service and relationship-building skills.
- Ability to multitask, prioritize work, and maintain accuracy in a fast-paced environment.
- Strong verbal and written communication skills.
- Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
- Ability to learn and navigate multiple software platforms and systems.
- Strong problem-solving and analytical skills.
- Ability to meet sales and service goals.
Preferred Qualifications
- Previous banking or credit union experience.
- Consumer lending experience.
- Experience supporting online and mobile banking platforms.
- Typing speed of 35+ WPM.
- Experience with member service, account opening, and loan processing.
Skills for Success
- Consultative sales and cross-selling
- Loan interviewing and processing
- Digital banking support and troubleshooting
- Cash handling and transaction processing
- Attention to detail and regulatory compliance
- Critical thinking and sound judgment
- Teamwork and collaboration
- Member-focused communication and service
Why Join Us?
Apply today and help our members build stronger financial futures while growing your career in financial services. |
One Nevada Credit Union
Jul 23, 2026