Personal Financial Advocate Sr - Manhattan Beach, CA

Kinecta; Manhattan Beach (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Competitive salary structures

Generous incentive plan

Medical insurance

Dental insurance

Vision insurance

FSA / HSA

Job summary

Kinecta Federal Credit Union in Manhattan Beach, CA is seeking a Senior Personal Financial Advocate to support members with credit products and financial planning. The role focuses on member services, sales production, and expanding business with Select Employer Groups.

Under supervision, you will act as a financial advocate, handle standard teller transactions, and provide information on all products and services in a courteous, efficient manner to help members achieve their financial goals.

Qualifications

• Knowledge of Credit Union or Banking products and services; ability to explain them to members.
• Strong written and oral communication skills.
• Basic computer skills for data entry and correspondence creation.
• Effective interpersonal skills for member interactions.
• Ability to analyze financial needs and demonstrate product benefits.
• Ability to listen, observe and interpret situations.
• Ability to analyze and solve problems.
• Ability to interact with staff and members.
• Ability to learn and apply new information quickly.
• Ability to perform detailed work on multiple tasks.

Responsibilities

• Provide member services and sales production; develop Select Employer Groups and business expansion.
• Act as a financial advocate to members and provide information on products and services.
• Complete standard teller transactions accurately and efficiently.

Skills

Credit Union/Banking knowledge

Communication skills

Data entry

Interpersonal skills

Financial needs analysis

Active listening

Problem solving

Team interaction

Learning new information

Multitasking

Mathematical reasoning

Education

Credit union/banking experience

Customer service experience

Education-to-work substitution option

Job description

Personal Financial Advocate Sr - Manhattan Beach, CA

Full-Time Administrative Manhattan Beach, CA, US

5 days ago Requisition ID: 1804

Salary Range: $22.00 To $27.00 Hourly

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!

GENERAL SUMMARY:

Under general supervision of Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; act as a financial advocate to members; and perform related work as assigned. This position will also fulfill members’ needs, 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 or Banking products and services to solicit, explain, and discuss with members. This information 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.
• 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 two years of credit union or banking experience preferably at a financial institution.
• 1-2-year experience in customer service and cash handling; or equivalent combination of education and experience.
• One year of relevant professional-level work experience may be substituted for one year of required education.

If You:

Are looking to join an organization that offers, then this is the position for you!

• Competitive Salary Structures
• Generous Incentive Plan
• Medical, Dental, and Vision Insurance
• Flexible Spending Account / Health Savings Account
• Generous Paid Time Off program
• Company Matching 401k.
• Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
• Rewarding Community / Volunteer programs
• Employee Assistance Programs - EAP
• Total Wellness Programs
• Rideshare Programs
• Onsite Employee Gym & Cantina at Headquarters

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.