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Financial Service Representative (FSR)
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$44k-58k (estimate)
Full Time 1 Day Ago
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WestStar Credit Union is Hiring a Financial Service Representative (FSR) Near Reno, NV

EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
About the Organization
WestStar Credit Union is a Gaming Employees" Credit Union. Our efforts continue to focus on understanding the unique needs of the gaming industry in service, excellence and convenience. We understand the special and unique requirements of the gaming industry. We currently have three branches in Las Vegas along with our Corporate Headquarters and one branch in Reno. WestStar Credit Union is looking for energetic, motivated and sales driven candidates to join our Team. If you possess these skills and qualifications please apply on-line.
Description

Establishes primary financial and lending relationship with our members, while always focusing on excellent member service.
Essential Job Functions:
  • Maintain a thorough knowledge of all Credit Union loan policies, products and promotions.
  • Aggressively promote and sell all credit union products and services including but not limited to secured, unsecured loans, all insurance products, CD's, IRA's etc.
  • Open and set up new accounts and service existing accounts. Provide members with all necessary information for membership.
  • Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances and any other requests received from members.
  • Issuance of ATM and Visa Debit Cards; assessment of fees and blocking of cards.
  • Processing of closure of accounts and ensuring the closure of all ancillary products including and not limited to ATM, Visa Debit Card, Visa Credit Card, etc.
  • Interview consumer loan applicants and provide information on consumer loan products that best meet the member's needs. Request and review all required information and documentation to secure a loan.
  • Assist the member in completing loan applications; in person, over the phone and/or electronically.
  • Notify applicant of loan decision. Correspond with members, applicants and creditors to resolve questions regarding application information.
  • Process and disburse loans; ensuring all applicable disclosures are explained and disbursed to members and all required documents are received for processing of loan.
  • Actively cross sell credit union products and services based on member needs that are obtained from member interview and/or review of member's account and credit reports.
  • Required to attain 75% of monthly loan goals set every month by the VP of Member Solutions.
  • Ensure adherence to all job-related aspects of the credit union's compliance programs - specifically but not limited to the BSA/OFAC/US Patriot Act/Red Flag/Elder Abuse, TISA and TIL
  • Compliance with the Bank Secrecy Act and other compliance programs and their implementing regulations, as they pertain to your position, is a condition of employment. Attendance to the compliance training programs is mandatory. Your participation or lack thereof of the credit union's compliance and compliance training program is part of and may influence the results of your performance evaluation.
  • Perform other duties as assigned.
Position Requirements

Must have a minimum of 2-3 years in a financial institution with at least 1-2 years of experience in sales and or lending. Must be able to work in a fast paced and goal oriented environment. Thorough knowledge of all credit union products, services and lending standards and policies is preferred. Must have the ability to cross sell at all member contacts. Should posse's basic skills of being able to analyze and submit all financial information of a member for lending purposes.
Full-Time/Part-Time
Full-Time
Shift
Days
Salary Range
$21.00 hourly
Position
Financial Service Representative (FSR)
Exempt/Non-Exempt
Non-Exempt
Open Date
5/1/2024
Location
Reno Branch
This position is currently accepting applications.

Job Summary

JOB TYPE

Full Time

SALARY

$44k-58k (estimate)

POST DATE

06/25/2024

EXPIRATION DATE

07/10/2024

WEBSITE

weststar.org

HEADQUARTERS

Las Vegas, NV

SIZE

50 - 100

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The following is the career advancement route for Financial Service Representative (FSR) positions, which can be used as a reference in future career path planning. As a Financial Service Representative (FSR), it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative (FSR). You can explore the career advancement for a Financial Service Representative (FSR) below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service 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 Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

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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 and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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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 Service Representative jobs

Be very, very careful when selecting a financial services representative.

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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.

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Step 3: View the best colleges and universities for Financial Service Representative.

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