Personal Financial Associate - Thousand Oaks, CA

Kinecta Federal Credit Union•Thousand Oaks, CA

About The Position

Under general supervision of Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; act as a financial advocate to members; and perform related work as assigned. This position will also fulfill members’ needs, 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 or Banking products and services to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
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 two years of credit union or banking experience preferably at a financial institution.
1–2-year experience in customer service and cash handling; or equivalent combination of education and experience.
One year of relevant professional-level work experience may be substituted for one year of required education.