Member-First Financial Services Advisor

Mountain America Credit Union; Reno (NV); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Medical and dental benefits

Paid time off

Matching 401K

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Reno, NV is seeking a Financial Service Representative I to deliver exceptional member service and support financial goals. You will assess member needs, advise on products, and process loan servicing transactions with a consultative approach.

The role emphasizes cross-selling, regulatory compliance, and teamwork within a full-time schedule at the Reno branch. Prior retail banking experience is valued and training is provided.

Qualifications

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to communicate effectively using written and verbal communication.

Responsibilities

• Provide value through loan servicing transactions and cross-selling products and services.
• Assess member needs using AAA skills to advise on financial solutions.
• Handle loan applications, review credit reports, and conduct closings for home equity, personal, and auto loans.
• Ensure compliance with applicable laws and regulations.
• Support teller duties as needed and engage in proactive member outreach.

Skills

Retail banking

Customer service

Sales ability

Communication skills

Education

High school diploma or equivalent

NMLS Certification

Tools

Symitar

Microsoft Office

Outlook

Word

Excel

Job description

Mountain America Credit Union in Reno, NV is seeking a Financial Service Representative I to deliver exceptional member service and support financial goals. You will assess member needs, advise on products, and process loan servicing transactions with a consultative approach.

The role emphasizes cross-selling, regulatory compliance, and teamwork within a full-time schedule at the Reno branch. Prior retail banking experience is valued and training is provided.