Personal Financial AssociateN - Rochester Greece

Kinecta Federal Credit Union • Rochester, NY

6d • $18 - $22

About The Position

Under general supervision of the Manager of Assistant Retail Services or Manager of Retail Service, the Personal Financial Associate performs member-service and sales-production duties, conducts member conversations, and supports Select Employer Groups development and business expansion. The role also completes standard teller transactions accurately and provides members with timely, courteous, and efficient information about products and services.

The job description outlines the general nature and level of work for this classification; it is not a comprehensive inventory of all duties, responsibilities, or qualifications.

Requirements

• At least 1 year of retail sales and service experience.
• Successful completion of Kinecta Internal certification programs (Level I and Level II).
• Knowledge of credit union product and service features and benefits; this may be acquired through on-the-job and formal training.
• Knowledge of corporate sales training programs and the ability to execute them; information about specific credit union programs may be acquired through on-the-job and formal training.
• Strong written and oral communication skills.
• Basic computer skills for accurate data entry of member and loan account information and for creating and revising general correspondence.
• Effective interpersonal skills.
• Strong cash-handling and customer/member-service skills.
• Ability to listen, observe, and interpret people and situations; analyze and solve problems; interact with staff, members, and others; learn and apply new information or skills; perform detailed work on multiple concurrent tasks; and use math, mathematical reasoning, and abstract statistical concepts.
• 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.
• Support Select Employer Groups development and business expansion.
• Complete standard teller transactions accurately.
• Provide members with timely, courteous, and efficient information about products and services.
• Solicit, explain, and discuss credit union product and service features and benefits with members.
• Execute corporate sales training programs to fulfill member needs and train members of the sales team.
• Analyze members’ financial needs and provide relevant information or data to demonstrate product and service benefits.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed