Financial Services Representative
<p>Robert Half Contract Finance and Accounting team is looking for a dedicated and customer-focused Financial Services Representative to join a small credit union here in Reno, Nevada. In this Contract to permanent position, you will play a key role in building strong financial relationships with members while delivering exceptional service. If you thrive in a fast-paced, goal-oriented environment and have experience in financial services, this opportunity is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Provide detail-oriented and courteous service to credit union members, ensuring their needs are met efficiently and accurately.</p><p>• Promote and sell credit union products and services, including insurance offerings, to meet monthly sales targets.</p><p>• Open new accounts and assist members with account maintenance, providing them with all necessary membership information.</p><p>• Process member transactions such as loan payments, share withdrawals, check requests, and line of credit advances.</p><p>• Maintain a thorough understanding of credit union loan policies and educate members about their options.</p><p>• Calculate loan terms, rates, and payment amounts, ensuring accuracy and adherence to lending guidelines.</p><p>• Monitor and maintain compliance with banking regulations, including the Bank Secrecy Act, Patriot Act, and other applicable programs.</p><p>• Participate in business development activities to support branch growth and team success.</p><p>• Handle member inquiries, complaints, and requests, resolving issues or directing them to the appropriate team member.</p><p>• Maintain accurate sales tracking reports and follow through on loan applications </p>
• Minimum of 2-3 years of experience in a financial institution or lending environment.<br>• Strong understanding of lending fundamentals and policies, with the ability to analyze financial information.<br>• Proven ability to work in a fast-paced, goal-driven setting while maintaining professionalism.<br>• Excellent computer literacy and organizational skills to manage daily branch operations effectively.<br>• Demonstrated ability to meet attendance guidelines and adapt to the needs of the branch.<br>• Team-oriented mindset with a focus on achieving credit union goals.<br>• Knowledge of banking compliance programs and regulations, including the Bank Secrecy Act.<br>• Strong communication and interpersonal skills to engage with members and promote financial products.
<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p>
<p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p>
<p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p>
<p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
- Reno, NV
- onsite
- Contract / Temporary to Hire
-
20.00 - 21.00 USD / Hourly
- <p>Robert Half Contract Finance and Accounting team is looking for a dedicated and customer-focused Financial Services Representative to join a small credit union here in Reno, Nevada. In this Contract to permanent position, you will play a key role in building strong financial relationships with members while delivering exceptional service. If you thrive in a fast-paced, goal-oriented environment and have experience in financial services, this opportunity is ideal for you.</p><p><br></p><p>Responsibilities:</p><p>• Provide detail-oriented and courteous service to credit union members, ensuring their needs are met efficiently and accurately.</p><p>• Promote and sell credit union products and services, including insurance offerings, to meet monthly sales targets.</p><p>• Open new accounts and assist members with account maintenance, providing them with all necessary membership information.</p><p>• Process member transactions such as loan payments, share withdrawals, check requests, and line of credit advances.</p><p>• Maintain a thorough understanding of credit union loan policies and educate members about their options.</p><p>• Calculate loan terms, rates, and payment amounts, ensuring accuracy and adherence to lending guidelines.</p><p>• Monitor and maintain compliance with banking regulations, including the Bank Secrecy Act, Patriot Act, and other applicable programs.</p><p>• Participate in business development activities to support branch growth and team success.</p><p>• Handle member inquiries, complaints, and requests, resolving issues or directing them to the appropriate team member.</p><p>• Maintain accurate sales tracking reports and follow through on loan applications </p>
- 2025-09-02T22:44:45Z