Financial Service Rep I

KeyPoint Credit Union • Goleta, CA

3d • $21 - $23 • Onsite

About The Position

The Financial Services Representative I maintain a commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses on improvement with member perception of service delivery. Consistently follows operational processes and procedures when handling member transactions. Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored business and community events.

Consistently promotes a positive teamwork environment. Attracts new members and actively supports member and account retention by completed required training and retaining knowledge of the service offerings of the Credit Union.

Requirements

• High School Diploma or equivalent.
• 6 months customer service and cash handling in a retail environment.
• Must be capable of working established hours required by the branch.
• Strong organization, verbal communications skills, quality service and team orientation required.
• Basic PC and I pad skills are desired.

Responsibilities

• Achieves minimum Sales goals as established by the management.
• Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union deposit products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members’ confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions.
• Individual in this position may be pulled to work in other branch as business needs require.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED