Financial Services Representative

We are hiring a Financial Services Representative to join our Summerlin branch team and serve as a trusted resource for our members. In this role, you'll work facetoface with members to support their financial needs, provide personalized service, and build longterm relationships within the community. This is an inbranch position ideal for someone who enjoys working with people, solving problems, and delivering a high level of service in a welcoming, teamoriented environment.

• Greet members, assist with transactions, and provide exceptional inbranch service
• Open new accounts and maintain existing member relationships
• Interview members and process consumer loan applications
• Crosssell Credit Union products and services based on member needs
• Educate members on ATM usage, mobile app features, and online banking tools
• Balance cash drawers and daily transactions accurately
• Support branch opening and closing procedures and assist with audits
• Identify potential fraud or suspicious activity and follow reporting procedures

Required:

• High school diploma or GED
• At least one year of experience in a financial institution, or strong customer service and sales experience
• Ability to build rapport and communicate clearly with members
• Comfortable using multiple systems and learning new technology
• Strong attention to detail and ability to multitask in a branch environment

Preferred:

• Experience with consumer lending and account services
• Salesdriven mindset with the ability to meet or exceed goals
• Ability to troubleshoot basic digital banking and mobile app issues
• Typing speed of 35 WPM or higher

• Competitive pay and benefits
• Paid time off and paid holidays
• Onthejob training and development opportunities
• Supportive leadership and collaborative team culture
• Opportunity to make a real impact on our members' financial lives and the local community

Serious applicants only, please finish submitting your application and take the following required assessments:

https://www.ondemandassessment.com/link/index/JB-VRN7I9VOV?u=67989