Personal Financial Advocate - Rancho Palos Verdes, CA

Kinecta Federal Credit Union • Rolling Hills Estates, CA

119d

About The Position

Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.

Requirements

• Knowledge of features and benefits of Credit Union products and services.
• Knowledge of corporate sales training programs.
• Strong communication skills (written and orally).
• Basic computer skills for accurate data entry.
• Effective interpersonal skills.
• Strong cash handling/customer/member service skills.
• Ability to analyze member's financial needs.
• Ability to listen, observe and interpret people and situations.
• Ability to analyze and solve problems.
• Ability to interact with staff, members and others.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple tasks.
• Ability to use math and apply mathematical reasoning.

Responsibilities

• Perform duties related to member services and sales production.
• Conduct member conversations.
• Develop Select Employer Groups and business expansion.
• Complete standard teller transactions accurately.
• Provide information on all products and services to members.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed