Financial Services Representative

One Nevada Credit Union has an EXCELLENT career opportunity for a Financial Services Representative at our Damonte Ranch Parkway Branch in Reno, Nevada!! The Financial Services Representative II performs all loan interviewing and processing, new accounts, paying / receiving member transactions, greets and directs members, and cross-sells Credit Union products and services.

ESSENTIAL JOB FUNCTIONS

DUTIES AND RESPONSIBILITIES

Financial Services 60%

• Receives, reviews, and completes documentation for all new products and services as well as existing accounts;
• Conducts all paying / receiving transactions, data entry, and records all pertinent information accurately and thoroughly;
• Follows internal control procedures for production of debit / ATM cards;
• Promotes and achieves quality sales to attain Credit Union goals and objectives;
• Receives and responds to member inquiries, research requests, and member issues in a timely manner;
• Follows Internal Control procedures to accurately process fraud claims; provide members direction for processing fraud claims.
• Completes transactions data entry / changes and documentation in an accurate and timely manner;
• Interviews members to determine their financial services needs;
• Protects the Credit Union from potential loss via interview process and document review.
• Authorizes fee refunds within approved limits;
• Controls, maintains, and secures all cash and consignments as assigned within established limits;
• Balances daily transactions in an accurate and precise manner;
• Completes data entry, performs transactions, opens and closes IRA accounts and certificates;
• Assists with opening and closing procedures at assigned branch;
• Trains new Financial Services Representatives in all financial services transactions and procedures;
• Approves and establishes Credit Union membership for qualified applicants; and
• Provides problem resolution and troubleshooting for members with minor technical issues on mobile applications and online;
• Reviews VISA debit and network applications to provide members with problem resolution;
• Makes out-going calls to members regarding marketing campaigns;
• Participates in business development efforts for select groups as well as participate in community relation events when required;
• Promotes all ancillary products such as Investments and mortgages to members through the use of quality referrals.
• Answers general questions concerning online systems, personal computers and phone applications as needed.
• Practices and maintains high awareness of member confidentiality and all security, safety and internal control procedures.
• Completes annual training requirements and stays current with all assigned online classes;
• Completes debit card, withdrawal limit increases and wire transfers within established limits.

Loans 40%

QUALIFICATIONS

Knowledge, Skills, and Abilities

EDUCATION AND EXPERIENCE

A high school diploma or GED equivalent, plus one year experience with a financial institution or high volume cash handling business. Must successfully complete Financial Services and Success training within six months of position acceptance.