1 Financial Services Representative Job in Capitan, NV
One Nevada Credit Union is Hiring a Financial Services Representative Near Capitan, NV
| Description: | Looking for a career opportunity in banking? At One Nevada Credit Union, employees matter and we could have the perfect opportunity for you! Our employees play a huge role in our continued success - if you join us, you’ll enjoy a full range of benefits: o A diverse and dedicated team of financial services professionals o An extremely generous compensation and benefits package o A relaxed and upbeat company culture o Nationally recognized training and development o An excitingly innovative, technological and digitally driven work environment Currently, One Nevada is looking for an energetic and enthusiastic Financial Services Representative at ourDurango/Elkhorn Branchthat will utilize a high level of technical skills to perform financial services for prospective and current members by accessing automated systems, platforms, and software via desktop and mobile devices. The Financial Services Representative conducts loan interviewing and processing, open new accounts, assist with member transactions, greets and directs members, cross-sells Credit Union products and services, and educates members on the use of our ATM, mobile banking and website. Financial Services Representatives provide technical support and device troubleshooting to include internet, desktop, personal devices, mobile phone for our digital banking products, account and password assistance and any accessibility issues along with promoting member financial wellbeing through high-level service. The Financial Services Representative also processes applications for consumer loans. This position requires knowledge of all products and services offered, working knowledge of loan and member service policies and procedures, working knowledge of loan interviewing skills and techniques, ability to accurately validate cash for members as needed, skill in the operation of office equipment, knowledge of Microsoft Teams, Microsoft Suite to include Word, Excel, Outlook, and PowerPoint, strong ability to troubleshoot and analyze mobile technical applications and issues for members, ability to troubleshoot and assist members with gaining online access via PC or laptop. A high school diploma or GED equivalent is required, plus one-year experience with a financial institution or extensive customer service and sales experience preferred. |
Job Summary
Full Time
Banking
$49k-61k (estimate)
04/05/2024
06/04/2024
onenevada.org
LAS VEGAS, NV
200 - 500
1950
Private
$5M - $10M
Banking
Related Companies
The job skills required for Financial Services Representative include Customer Service, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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