Financial Services Representative

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?

• Opportunity to make a meaningful impact on members' financial lives.
• Collaborative and supportive team environment.
• Career growth and development opportunities.
• Comprehensive training and professional development.

• Dynamic role combining member service, lending, sales, and technology support.

Apply today and help our members build stronger financial futures while growing your career in financial services.