Personal Financial Rep I,II,III (Murrieta-Madison) (Part-Time)

California Coast Credit•Murrieta, CA

2d•$21 - $32•Onsite

About The Position

This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. It adheres to the credit union’s policies, procedures, and quality service standards. The role involves meeting and exceeding established monthly/annual sales and service goals, maintaining a thorough knowledge of all products and services, policies, and procedures. Responsibilities include opening new accounts, processing consumer and real estate loans, addressing difficult member situations, serving as a backup to Personal Financial Assistant or Teller, potentially maintaining a cash drawer, and serving as a notary. The role also ensures compliance with internal policies and external regulations, including BSA/AML, and participates in activities to increase member growth and retention.

Requirements

A high school diploma or equivalent is required.
PFR I: 1 year experience in a financial institution or other related field
PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
PFR III: 3 years experience in a financial institution (with 2 of the 3 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 directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Nice To Haves

Previous experience with Microsoft Windows applications is preferred.

Responsibilities

Meets/exceeds established monthly/annual sales and service goals.
Follows quality service standards to ensure exceptional quality service is provided.
Maintains a thorough knowledge of all products and services, policies and procedures.
Opens new accounts ensuring process and documentation are accurate and complete.
Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
Processes consumer and real estate loans.
Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
Addresses difficult member situations and resolves in a positive manner.
Serves as a backup to Personal Financial Assistant or Teller.
May be required to maintain a cash drawer.
May serve as a notary.
Completes documentation to ensure compliance with internal policy and external regulations.
Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
Performs other relevant and related duties as required.