Personal Financial Rep I,II,III (La Mesa)
About The Position
The Personal Financial Rep provides exceptional member service with a focus on cross-selling financial products and services while following credit union policies, procedures, and quality service standards. The position meets or exceeds sales and service goals, maintains thorough product and policy knowledge, opens new accounts, processes consumer and real estate loans, and supports member growth and retention. It may also provide backup support to Personal Financial Assistants or Tellers, maintain a cash drawer, or serve as a notary. The role reports to the Assistant Branch Manager or, if there is no Assistant Branch Manager, the Branch Manager. It has no direct reports. Work is primarily performed in a cubicle office setting with standard office background noise.
Requirements
- High school diploma or equivalent.
- PFR I: One year of experience in a financial institution or other related field.
- PFR II: Two years of experience in a financial institution, including one year as a PFR, or other related field, plus proven successful performance in sales and service.
- PFR III: Three years of experience in a financial institution, including two years as a PFR, or other related field, plus proven successful performance in sales and service.
- Excellent communication skills, sound judgment, and attention to detail.
- Ability to appear for work on time, follow supervisor directions, interact effectively with coworkers, understand and follow work rules and procedures, and accept constructive criticism.
- Ability to operate standard business machines, including a computer, printer, fax, copier, and telephonic devices.
- Ability to communicate verbally and in writing and tolerate periods of continuous sitting.
Nice To Haves
- Previous experience with Microsoft Windows applications.
Responsibilities
- Meet or exceed established monthly and annual sales and service goals.
- Provide exceptional service in accordance with quality service standards.
- Maintain thorough knowledge of products, services, policies, and procedures.
- Open new accounts and ensure processes and documentation are accurate and complete.
- Promote and cross-sell credit union products and services to encourage long-term member relationships.
- Process consumer and real estate loans.
- Ensure loan processing and documents are accurate and complete, underwriter stipulations are met, and appropriate information is documented.
- Address difficult member situations and resolve them positively.
- Serve as backup to a Personal Financial Assistant or Teller.
- Maintain a cash drawer as required and may serve as a notary.
- Complete documentation and required steps to comply with internal policies, external regulations, and BSA/AML requirements.
- Participate in activities that increase member growth and retention, promote products and services, and meet individual goals.
- Adhere to cash, key, dual-control, security, robbery, and other applicable policies and procedures.
- Perform other relevant duties, tasks, projects, and administrative work as assigned.
Benefits
- Workplace Wellness Program with opportunities for health, wellness, and fun.
- Employee Activity Program.
- Positive work/life balance.
- Employee-friendly culture and positive environment supporting recognition and rewards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
