Personal Financial Rep I,II,III (Part-Time)
Company: California Coast Credit
Location: Escondido
Posted on: January 20, 2023
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Job Description:
Job DescriptionCalifornia Coast Credit Union takes pride in
promoting financial prosperity to our members while continuously
delivering stellar service! We are passionate about cultivating
relationships within the educational and business communities and
take a very active role in community activities.We offer beautiful
surroundings and foster a positive work/life balance. Cal Coast is
in tune to what's important to our valued employees. Our workplace
Wellness Program provides opportunities for health, wellness and
fun as does our Employee Activity Program. We boast of our employee
friendly culture and our positive environment which supports
recognition and rewards. Come be a part of our family!If you share
the same interests and passions and possess the right credentials,
then read on to find out more:JOB OBJECTIVE:This position is
accountable for providing exceptional service with a focus on
cross-selling financial products and services. Adheres to credit
union's policies, procedures and quality service
standards.SUPERVISORY RESPONSIBILITIES:• This position reports
directly to the Assistant Branch Manager (or Branch Manager, if no
ABM). No employees report directly to this position.NATURE &
SCOPE:
• 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.EDUCATION, SKILLS, & ABILITIES:The Eight Superpowers1.
Provides leadership through modeling of behaviors and bringing
forward new ideas and new ways of doing things.2. Demonstrates
empathy, self-reflection, and adjustment of own behaviors, showing
effective emotional intelligence.3. Practices active listening in
communications with others, giving someone full attention and
listening to understand, not just respond.4. Demonstrates grit,
persisting in application of knowledge, skills, and behaviors to
achieve goals and address obstacles. 5. Models intrinsic
motivation; is self-driven to meet or exceed objectives, timelines,
and quality measures while building and sustaining effective
relationships.6. Applies creative problem-solving to provide
clarity, handle resources under one's control, and address
stressful situations; finds ways to meet individual, team, and
member goals, by navigating through barriers. 7. Shares a diverse
set of perspectives, work and life experiences, as well as
religious and cultural differences. Actively seeks out differences
in values, ideas, and priorities. Respects and value the
differences of others, including but not limited to: national
origin, language, race, color, disability, ethnicity, gender, age,
religion, sexual orientation, gender identity, socioeconomic
status, veteran status, and family structures. Believes a diverse
workplace is essential to the company's success.8. Values and shows
appreciating for the unique qualities and experiences of each
person-inclusion; appreciates and effectively utilizes the talents
and skills of others to achieve objectives; is open to the
perspective of others; and encourages collaboration, flexibility
and fairness. Makes each employee feel valued and supported for
their unique qualities.Other Education, Skills, and Abilities• A
high school diploma or equivalent is required.o PFR I: 1 year
experience in a financial institution or other related fieldo 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 serviceo 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. • Previous experience with Microsoft Windows
applications is preferred.• 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.MAJOR ACCOUNTABILITIES:• Ensure sales and
service goals are met.• Process new accounts and/or loans
accurately and completely.• Adhere to cash, key and dual control
policies and procedures.• Adhere to security and robbery
procedures.• Complies with all other policies and
procedures.PHYSICAL REQUIREMENTS• Excellent ability to communicate,
both verbally and in writing; ability to tolerate periods of
continuous sitting.ENVIRONMENTAL CONDITIONS• Work is primarily
performed within a cubicle office setting. Subject to standard
background noise found in an office environment.Note: Staff is
expected to perform various tasks, projects and administrative
duties as assigned.Management reserves the right to assign or
change duties and tasks to this position at their
discretion.California Coast Credit Union is an Equal Opportunity
Employer.Salary Range:Personal Financial Rep I:$37,432.928 (min)
$46,791.056 (mid) $56,149.184 (max)Personal Financial Rep
II:$41,058.992 (min) $51,323.792 (mid) $61,588.592 (max)Personal
Financial Rep III:$45,875.02 (min) $57,343.936 (mid) $68,812.64
(max)
Keywords: California Coast Credit, Escondido , Personal Financial Rep I,II,III (Part-Time), Accounting, Auditing , Escondido, California
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