Personal Financial Advocate

Kinecta Federal Credit Union•Los Angeles, CA

7h•$22 - $27•Onsite

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 to solicit, explain, and discuss with members.
Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team.
Strong communication skills (written and orally)
Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
Effective interpersonal skills.
Strong cash handling/customer/member service skills.
Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.
Ability to listen, observe and interpret people and situations.
Ability to analyze and solve problems.
Ability to interact with staff, members and others encountered in the course of work.
Ability to learn and apply new information or skills.
Ability to perform highly detailed work on multiple, concurrent tasks.
Ability to use math and apply mathematical reasoning and abstract statistical concepts.
A minimum of 1 year of retail sales and service experience.
Successful completion of Kinecta Internal certification programs (Level I and Level II).
One year of relevant professional-level work experience may be substituted for one year of required education.

Responsibilities

Conduct member conversations related to services and sales production.
Develop Select Employer Groups and business expansion.
Complete standard teller transactions accurately.
Provide information on all products and services to members in a timely, courteous, and efficient manner.