Personal Financial Advocate Sr - Manhattan Beach Blvd.

CL 4dc9cfc7 08e5 4feb 92ec b378c58efb65; Manhattan Beach (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Kinecta Federal Credit Union in Manhattan Beach, CA is seeking a Personal Banker to process banking transactions and use strong people skills to deepen relationships with members.

Under supervision, you will handle teller transactions, explain products and services, and contribute to sales growth through member conversations and referrals. The role emphasizes accurate data entry, cash handling, and outstanding customer service to support the credit union’s goals.

Qualifications

• Minimum of 1 year of retail sales and service experience.
• Ability to process banking transactions accurately.
• Strong written and verbal communication skills.
• Successful completion of Kinecta Internal certification programs (Level I and Level II).

Responsibilities

• Process banking transactions and use strong people skills to build and deepen relationships with members.
• Complete teller transactions accurately and provide information on products and services.
• Support Select Employer Groups development and business expansion.
• Engage with members to ensure courteous, efficient service and cross-sell where appropriate.

Skills

Customer service

Communication skills

Cash handling

Sales orientation

Education

Kinecta Internal certification Level I

Kinecta Internal certification Level II

Job description

Kinecta Federal Credit Union is one of the nation’s leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees fulfill their dreams. A place where community giving is celebrated and where diversity really counts. A place with a great future and a place for you!

We currently have an exciting opportunity for outgoing, ambitious, and innovative Individuals that thrives on helping people in a team environment. As a Personal Banker, you will process banking transactions and use your strong people skills to build and deepen the financial relationships with our members and make every interaction with them an engaging and positive experience.

Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.

MINIMUM QUALIFICATIONS:

Knowledge, Skills, and Abilities:

• Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.
• Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.
• Strong communication skills (written and orally)
• Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
• Effective interpersonal skills.
• Strong cash handling/customer/member service skills.
• Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.
• Ability to listen, observe and interpret people and situations.
• Ability to analyze and solve problems.
• Ability to interact with staff, members and others encountered in the course of work.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple, concurrent tasks.
• Ability to use math and apply mathematical reasoning and abstract statistical concepts.

Education, Training and Experience:

Potential candidates for this position must meet the following requirements:

• A minimum of 1 year of retail sales and service experience.
• Successful completion of Kinecta Internal certification programs (Level I and Level II).

One year of relevant professional-level work experience may be substituted for one year of required education.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.