Financial Service Rep I

KeyPoint Credit Union; Goleta (CA); On-site; USD 44,000 - 48,000; Full time

Job summary

KeyPoint Credit Union in Goleta, CA is seeking a Financial Services Representative I to deliver quality service, cross-sell products, and represent the branch at events. You will handle member transactions with accuracy and uphold confidentiality.

Qualifications include a high school diploma or equivalent and at least 6 months of customer service and cash handling in retail. Flexibility to work branch hours and assist in other locations may be required.

Qualifications

• High School Diploma or equivalent.
• 6 months customer service and cash handling in a retail environment.
• Must be capable of working established hours required by the branch.
• Strong organization, verbal communications skills, quality service and team orientation required.
• Basic PC and Ipad skills are desired.

Responsibilities

• Achieves minimum Sales goals as established by the management.
• Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face‑to‑face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union deposit products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members’ confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions.
• Individual in this position may be pulled to work in other branch as business needs require.

Skills

Sales goals achievement

Customer service

Cash handling

Verbal communication

Team orientation

Education

High School Diploma or equivalent

Tools

Basic PC skills

iPad skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Goleta, CA, US

12 days ago Requisition ID: 1243

Salary Range: $21.00 To $23.00 Annually

The Financial Services Representative I maintain a commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses on improvement with member perception of service delivery. Consistently follows operational processes and procedures when handling member transactions. Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored business and community events. Consistently promotes a positive teamwork environment. Attracts new members and actively supports member and account retention by completed required training and retaining knowledge of the service offerings of the Credit Union.

Responsibilities:

• Achieves minimum Sales goals as established by the management.
• Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face‑to‑face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union deposit products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members’ confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions.
• Individual in this position may be pulled to work in other branch as business needs require.

Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs.

Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.

Minimum Requirements:

• High School Diploma or equivalent.
• 6 months customer service and cash handling in a retail environment.
• Must be capable of working established hours required by the branch.
• Strong organization, verbal communications skills, quality service and team orientation required.
• Basic PC and I pad skills are desired.