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. #J-18808-Ljbffr RPMGlobal