Financial Services Representative
One Nevada Credit Union
Reno, NV
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JOB DETAILS
SKILLS
Authentication, Banking Services, Business Development, Communication Skills, Consultative Sales, Consumer Loans, Credit Cards, Credit Union, Cross-Selling, Customer Relations, Customer Support/Service, Detail Oriented, Establish Priorities, Exceeded Sales Goal, Financial Services, Financial Transactions, Futures, Identify Issues, Insurance, Loan Approval, Loan Funding, Loan Processing, Loan Regulations, Loans, Maintain Compliance, Maintenance Services, Marketing Campaign, Meet Sales Quota, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Mobile Applications, Mortgage, Multitasking, Online Banking, Outbound Marketing, Presentation/Verbal Skills, Problem Solving Skills, Regulatory Compliance, Resolve Customer Issues, Sales, Sales Support, Team Player, Technical Support, Transaction Processing/Management, Typing, Writing Skills
LOCATION
Reno, NV
POSTED
2 days ago
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 Youll 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 Were 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.
About the Company
O
One Nevada Credit Union
Our Human Resources Team
Who wouldn’t want to work for one of the Best Places to Work in America? If you want to work with a team of skilled professionals who work together as a family of financial experts, we are the employer for you. We take the lead as both an employer and as a leader in financial services. We’re even the largest federally insured credit union in the state. We offer competitive salaries, comprehensive benefits and advancement potential in a positive, supportive and professional atmosphere. Our employees play a huge role in our continued success.
Volunteer Opportunities and Community Outreach
Employee Benefits
Holidays
12 paid holidays per year!
Medical and Dental Insurance
A comprehensive health, dental and vision care plan.
Flexible Spending Account
Employees may contribute, before taxes, to a flexible spending account. This account may be used for medical expenses throughout the year.
Employee Assistance Program (EAP) – The Life Connection Program
Work-Life Balance Programs to help you manage your business life and your personal life.
Back-Up Care
One Nevada partners with Care.com who offers employees a back-up care program which provides working parents with a safety net for those days when regular arrangements fall through as well as elder care and other valuable work/life balance oriented resources and solutions.
Special Discount Offers for Employees
As one of the Best Places to Work in America, One Nevada Credit Union offers great discounts from various companies as part of our employee discount program. We offer discounts on everything from pest control services to discount entry for several amusement parks. Visit our Discounts page to learn more.
Paid Time Off
Employees, both full and part-time, accrue time off benefits based upon service time after their first six months of employment.
401(k)
Employees may contribute, on a tax deferred basis, to their 401(k) retirement program. ONCU provides a generous matching contribution too.
Life Insurance
ONCU offers full-time employees life and Accidental Death and Dismemberment Insurance in the amount of twice their annual salary at no cost to the employee.
Disability Insurance
ONCU offers short and long term disability insurance at no cost to the employee.
Tuition Reimbursement
One Nevada Credit Union offers tuition reimbursement to qualified employees to help defer and/or assist with the expense of tuition costs for courses meeting requirements of certificate, undergraduate or graduate degree programs related to current performance or planned career development.
Training and Development
One Nevada is committed to ongoing training and development opportunities available to all employees. Programs include One Nevada’s uniquely designed Proactive Leadership, Success and Business Etiquette series along with many other courses and programs that greatly enhance employee skill sets and overall abilities.
Core Values
LEADERSHIP - We value leadership at all levels of the credit union.
INTEGRITY - We will conduct ourselves in a professional and ethical manner.
SERVICE - We will provide service that is second to none.
TEAMWORK - We value effective teamwork.
Workplace Awards
COMPANY SIZE
100 to 499 employeesINDUSTRY
Banking
FOUNDED
1950
WEBSITE
https://www.onenevada.org
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