Team Financial Services Representative

_{One Nevada Credit Union is looking for a Team Financial Services Representative to work at any branch location and be willing to have that location change on a day-to-day basis. Ability to perform duties in our Contact Center. Provide leadership to Retail Operation staff in the form of approvals and overrides. Take a leadership role in driving sales and customer service at any location you are assigned to. Flexibility to work at any branch location and be willing to have that location change on a day-to-day basis. Ability to perform duties in our Contact Center. Provide leadership to Retail Operation staff in the form of approvals and overrides. Take a leadership role in driving sales and customer service at any location you are assigned to. Must maintain flexibility to work at any branch location and be willing to have that location change on a day-to-day basis. Ability to perform duties in our Contact Center. Provide leadership to Retail Operation staff in the form of approvals and overrides. Team FSR's take a leadership role in driving sales and customer service at any location you are assigned to. Candidates must possess a high school diploma or a GED equivalent,  plus one year of experience with a financial institution experience and/or customer services and/or sales experience.} 

_{The Team Financial Services Representative exercises a high level of flexibility with location assignments and scheduling. This position utilizes a high level of technical skills to perform financial services in our branches and on our phones for prospective and current members by accessing automated systems, platforms, and software via desktop and mobile devices. The Team FSR conducts loan interviewing and processing, opens new accounts, paying/receiving member transactions, greets and directs members, cross-sells Credit Union products and services, educates members on the use of our ATM, mobile app and website.}

·         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;

·         Knowledge of Call Center practices and duties;

·         Ability to accurately validate cash for members as needed;

·         Skill in the operation of a calculator, scanner/fax machine, and various office equipment;

·         Knowledge of Microsoft Teams;

·         Knowledge of Microsoft Suite: 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;

·         Ability to quickly learn and navigate new applications, programs, and procedures as implemented;

·         Strong ability to multitask and reprioritize duties & responsibilities;

·         Possess a sales-driven, results-driven, and target-driven attitude;

·         Strong motivation and drive to complete work and assist members;

·         Ability to examine documents for accuracy and compliance with established policies;

·         Ability to analyze situations and data and recommend solutions;

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

·         Ability to meet and exceed monthly sales goals;

·         Ability to make sound decisions regarding exceptions to approving member accounts;

·         Ability to determine the legitimacy of negotiable items;

·         Excellent interpersonal communication skills with an emphasis on negotiation and persuasion techniques;

·         Ability to type 35 WPM;

·         Ability to communicate effectively in writing;

·         Ability to obtain state Notary certification as business needs dictate;

·         Ability to maintain regularly scheduled attendance and fulfill a flexible schedule that includes branch and contact center days and hours;

• ·         Ability to accommodate a fluid work schedule subject to change without notice;

·         Ability to obtain licensing for NMLS;

·         Must be able to pass a military base background check for access to Nellis, AFB;

·         Must be willing to travel to all branch locations, including locations in Reno NV;

·         Ability to communicate appropriately and conduct oneself properly in group settings;

·         And the ability to negotiate, be civil and be open-minded with peers, managers, and members;

·         Ability to communicate effectively, both verbally and in writing;

·         Ability to maintain regularly scheduled attendance; and

·         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, teaching, 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 extensive customer service and sales experience.  Must complete Financial Services, Contact Center training, and Success training within twelve months of position acceptance.