Part-Time Personal Financial Advisor

California Coast Credit Union; Murrieta (CA); On-site; USD 29,000 - 43,000; Part time

Job summary

California Coast Credit Union in Murrieta, CA is seeking a part-time staff member focused on delivering exceptional member service while cross-selling financial products. The role involves opening new accounts, processing loans, and ensuring compliance with internal policies and external regulations.

The position emphasizes sales goals, accurate documentation, and a backup to tellers or personal financial assistants as needed. A high school diploma and prior financial experience are preferred.

Qualifications

• High school diploma or equivalent is required.
• PFR I: 1 year experience in a financial institution or related field.
• PFR II: 2 years experience in a financial institution with 1 year as a PFR or related field plus proven sales performance.
• PFR III: 3 years experience in a financial institution with 2 years as a PFR plus proven sales performance.

Responsibilities

• Meet/exceed monthly sales and service goals.
• Open new accounts with accurate documentation and cross-sell CCCU products.
• Process loans and ensure documents meet underwriter stipulations and compliance.

Skills

Customer service

Sales

Communication

Attention to detail

Notary (optional)

Time management

Teamwork

Microsoft Windows

Education

High school diploma

PFR I: 1 year in financial institution

PFR II: 2 years in financial institution

PFR III: 3 years in financial institution

Tools

Microsoft Windows applications

Job description

California Coast Credit Union in Murrieta, CA is seeking a part-time staff member focused on delivering exceptional member service while cross-selling financial products. The role involves opening new accounts, processing loans, and ensuring compliance with internal policies and external regulations.

The position emphasizes sales goals, accurate documentation, and a backup to tellers or personal financial assistants as needed. A high school diploma and prior financial experience are preferred.