Personal Financial Advocate - Manhattan Beach, CA

Kinecta Federal Credit Union • Manhattan Beach, CA

21h • 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees