PERSONAL FINANCIAL REP I, II, III (ESCONDIDO) (PART-TIME)
Company: California Coast Credit
Location: Escondido
Posted on: November 14, 2024
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Job Description:
California 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 Superpowers
1. 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.
--- 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 (Hourly):
Personal Financial Rep I:
$19.2950 - 24.1188
Personal Financial Rep II:
$21.0293 - $26.2866
Personal Financial Rep III:
$23.3447 - $29.1809
Keywords: California Coast Credit, Santa Ana , PERSONAL FINANCIAL REP I, II, III (ESCONDIDO) (PART-TIME), Accounting, Auditing , Escondido, California
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