Member Services & Loans Specialist

One Nevada Credit Union; Reno (NV); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

One Nevada Credit Union is seeking a Financial Services Representative II for our Damonte Ranch Parkway Branch in Reno, NV. You will handle loan interviewing, new accounts, member transactions, and cross-sell Credit Union products and services.

You will interview members to assess financial needs, process loans, and promote ancillary products while maintaining strict security and confidentiality. This role emphasizes quality service and accurate data entry, with ongoing training and team

Qualifikationen

• High school diploma or GED and 1 year experience with a financial institution or high-volume cash handling.
• Knowledge of loan interviewing skills and policies.
• Ability to cross-sell Credit Union products and services.
• Strong cash handling and data entry accuracy.

Aufgaben

• Process new accounts and member transactions.
• Interview members to determine financial needs.
• Process loan applications and disburse loans.
• Promote and sell Credit Union products and services.
• Respond to member inquiries and resolve issues.
• Maintain confidentiality and security procedures.

Kenntnisse

Loan interviewing

Customer service

Cross-selling

Cash handling

Data entry

Fraud awareness

Ausbildung

High school diploma or GED

Tools

Calculator

Fax machine

Personal computer

Office software (Word/Excel/PowerPoint)

Jobbeschreibung

One Nevada Credit Union is seeking a Financial Services Representative II for our Damonte Ranch Parkway Branch in Reno, NV. You will handle loan interviewing, new accounts, member transactions, and cross-sell Credit Union products and services.

You will interview members to assess financial needs, process loans, and promote ancillary products while maintaining strict security and confidentiality. This role emphasizes quality service and accurate data entry, with ongoing training and team