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Financial Services Representative II

Expired Job

One Nevada Credit Union Reno , NV 89510

Posted 4 months ago

One Nevada Credit Union in Reno, Nevada has an opening at our Plumb Lane Branch for a Financial Services Representative!


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.



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%

  • Receives, reviews, enters, generates, and processes loan applications for consumer loans;

  • Communicates loan decisions to members in a timely manner;

  • Approves share and certificate loans, within established limits;

  • Completes loan documentation, including inspection of collateral;

  • Reviews documents with applicant and disburses loan;

  • Provides quality control for loans;

  • Sells insurance products such as; debt cancellation, mechanical breakdown and Gap coverage;

  • Performs other duties as assigned.


Knowledge, Skills, and Abilities

  • Thorough knowledge of all products and services offered by the Credit Union;

  • Working knowledge of loan and member service policies and procedures;

  • Working knowledge of loan interviewing skills and techniques;

  • Thorough knowledge of cash handling procedures and techniques;

  • Skill in the operation of a calculator, fax machine, and various office equipment;

  • Skill in the operations of a personal computer to include Internet/ Intranet, operating system, word processing, spreadsheet, presentation, calendar, and scheduling software programs;

  • Ability to quickly learn new online systems and procedures as implemented;

  • Ability to prioritize work flow and handle multiple tasks;

  • Ability to effectively cross-sell Credit Union products and services;

  • Ability to make sound decisions regarding exceptions to member accounts;

  • Ability to establish and maintain effective working relationships with co-workers and members;

  • Ability to effectively communicate verbally;

  • Ability to prioritize tasks and multi-task.

  • Ability to train other employees;

  • Ability to maintain regularly scheduled attendance;

  • Must be able to relate appropriately to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instruction, and communicating with others; and (c) respond appropriately to constructive feedback from a supervisor.


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.

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Financial Services Representative II

Expired Job

One Nevada Credit Union