Personal Financial Advocate - Brea, CA
Kinecta Federal Credit Union•Brea, CA
•Onsite
About The Position
Kinecta Federal Credit Union is seeking outgoing, ambitious, and innovative individuals to join their team as Personal Financial Advocates. This role involves processing banking transactions and utilizing strong people skills to build and deepen financial relationships with members, ensuring every interaction is engaging and positive. The company emphasizes community giving, diversity, and employee fulfillment, and has been recognized as a Great Place to Work.
Requirements
- Prior customer service experience
- Minimum 1 year cash handling preferred
- Positive, energetic attitude
- Love working with people
Responsibilities
- Process banking transactions
- Build and deepen financial relationships with members
- Make every interaction with members an engaging and positive experience
Benefits
- Competitive Salary Structures
- Generous Incentive Plan
- Excellent Career Development Opportunity
- Medical, Dental, and Vision Insurance
- Flexible Spending Account / Health Savings Account
- Education Reimbursement / Student Loan Repayment
- Generous Paid Time Off program
- Company Matching 401k
- Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
- Rewarding Community / Volunteer programs
- Employee Assistance Programs – EAP
- Total Wellness Programs
- Rideshare Programs
- Onsite Employee Gym & Cantina at Headquarters
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
