Personal Financial Associate - Lakewood, CA

Kinecta Federal Credit Union • Lakewood, CA

4d • $20 - $25

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 Group development and business expansion. The role completes standard teller transactions accurately and provides members with timely, courteous, and efficient information about products and services.

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 knowledge may be acquired through on-the-job and formal training.
• Knowledge of corporate sales training programs and the ability to execute them; program-specific knowledge 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.
• 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 mathematics and apply mathematical reasoning and abstract statistical concepts.

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.
• Explain Credit Union product and service features and benefits to members.
• Execute corporate sales training programs to address members’ needs and train members of the sales team.
• Analyze members’ financial needs and provide information or data demonstrating product and service benefits.

What This Job Offers

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