Apply on Employer Site

Cal Coast Credit Union · 20 hours ago

Personal Financial Rep I,II,III (Encinitas)

San Diego, CA, US

Full-time

Onsite

Entry, Mid, Senior Level

$21/hr - $31.52/hr

1+ years exp

Cal Coast Credit Union is dedicated to promoting financial prosperity and delivering exceptional service to its members. The Personal Financial Representative is responsible for providing outstanding customer service while cross-selling financial products and services, maintaining compliance with policies, and achieving sales goals.

BankingFinancial ServicesLending

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

Qualification

Financial services experienceSales performanceMicrosoft WindowsCommunication skillsEmotional intelligenceActive listeningCreative problem-solvingTeam collaboration

Required

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