Personal Financial Rep I,II,III (Scripps Ranch) (Part-Time)
About The Position
California Coast Credit Union is hiring a part-time Personal Financial Rep in Scripps Ranch. The role provides exceptional member service while cross-selling financial products and services, following credit union policies, procedures, and quality service standards. It is accountable for meeting sales and service goals, accurately opening accounts and processing consumer and real estate loans, resolving member concerns, and supporting member growth and retention. The position reports to the Assistant Branch Manager or, if there is no Assistant Branch Manager, the Branch Manager. It has no direct reports. The role may serve as backup to a Personal Financial Assistant or Teller, maintain a cash drawer, and serve as a notary. It also completes required documentation and follows internal policies and external regulations, including steps to support BSA/AML compliance. Other relevant duties may be assigned. The position is primarily performed in a cubicle office setting with standard office background noise. The role requires the ability to communicate verbally and in writing and to tolerate periods of continuous sitting. Hourly salary ranges vary by level: Personal Financial Rep I, $21.0000–$25.9562; Personal Financial Rep II, $22.6756–$28.3445; Personal Financial Rep III, $25.2199–$31.5249.
Requirements
- High school diploma or equivalent.
- For Personal Financial Rep I: 1 year of experience in a financial institution or other related field.
- For Personal Financial Rep II: 2 years of experience in a financial institution, including 1 year as a Personal Financial Rep, or other related field, plus proven successful performance in sales and service.
- For Personal Financial Rep III: 3 years of experience in a financial institution, including 2 years as a Personal Financial Rep, 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 and posted work rules and procedures, interact effectively with coworkers, and accept constructive criticism.
- Ability to operate standard business machines, including a computer, printer, fax, copier, and telephonic devices.
- Ability to communicate effectively verbally and in writing and tolerate periods of continuous sitting.
Nice To Haves
- Previous experience with Microsoft Windows applications is preferred.
Responsibilities
- Meet or exceed established monthly and annual sales and service goals.
- Provide exceptional quality service and 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, ensuring loan 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 when required and potentially serve as a notary.
- Complete documentation for compliance with internal policies and external regulations, including BSA/AML procedures.
- Participate in activities that increase member growth and retention, promote products and services, and meet assigned individual goals.
- Adhere to cash, key, dual-control, security, robbery, and other applicable policies and procedures.
- Perform other relevant and related duties as required.
Benefits
- Workplace Wellness Program with health, wellness, and fun opportunities.
- Employee Activity Program.
- Positive work/life balance, employee-friendly culture, and positive work environment supporting recognition and rewards.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
