• Financial Services Coordinator

    Posted Date 1 month ago(4/26/2018 12:48 PM)
    ID
    2018-1599
    # of Openings
    1
    Job Locations
    US-NV-Reno
    Category
    Member Service/Support
    Type
    Full-Time (40 Hours)
  • Overview

    Greater Nevada Credit Union is looking for an enthusiastic individual to support our Financial Services Coordinator. We are looking for an independent self-starter that demonstrates a high level of enthusiasm and energy. Applicants must be able to take ownership to be able to effectively convert employee referrals into financial planning appointments.

     

    Why Join Greater Nevada?

     

    Greater Nevada Credit Union continually focuses on enhancing the lives of its employees by offering competitive wages and great benefits. We pride ourselves on a greater culture and that's why we've been recognized as the #1 Best Place to Work in the Reno/Tahoe Area. Greater Nevada Credit Union has been helping Nevadans with their financial needs since 1949 and has seen expansion in all areas of business. Would you like to help more people Live Greater? At Greater Nevada, we engage our team members by offering exciting growth and professional development opportunities, rewards for outstanding commitment to our members, and support of community involvement that encourages living Greater. Ready to achieve Greater Success and join a growing team in Northern Nevada and Las Vegas? Please apply today and see what it means to Live Greater! 

    Responsibilities

    • Scheduling appointments with members
    • Analyzing, sorting, and delivering incoming mail and providing telephone coverage
    • Typing memos and correspondence, managing calendars and providing clerical support to assigned Financial Services Coordinator

     

    Qualifications

    • Demonstrated proficiency in Microsoft Programs (Word/Excel/Outlook)
    • Excellent written and verbal communication skills
    • Proven ability to prioritize workloads
    • Strong independent worker
    • Detail oriented and possess strong organizational skills

     

    Desired Skills:

    • Experience supporting a Financial Advisor

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