Personal Financial AssociateN - Henrietta/Rochester NY - Floater
About The Position
Kinecta Federal Credit Union is seeking a Part-Time Personal Financial Associate to join their team as a floater in Henrietta/Rochester NY. Kinecta has earned the Great Place to Work award and focuses on helping members and employees fulfill their dreams, celebrating community giving, and valuing diversity. This role involves performing duties related to member services and sales production, developing Select Employer Groups and business expansion, and acting as a financial advocate for members. The position also includes fulfilling member needs, completing standard teller transactions accurately, and providing information on all products and services in a timely, courteous, and efficient manner.
Requirements
- Knowledge of features and benefits of Credit Union products and services.
- 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.
- Develop Select Employer Groups and business expansion.
- Act as a financial advocate to members.
- Fulfill members’ needs.
- Complete standard teller transactions accurately.
- Provide information on all products and services to members in a timely, courteous, and efficient manner.
- Conduct member conversations.
- Execute corporate sales training programs to fulfill member needs and train members of the sales team.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
