Personal Financial Associate - Lakewood, CA

Kinecta Federal Credit Union; Lakewood (CA); In loco; USD 28.000 - 34.000; Tempo pieno

Descrizione del lavoro

Kinecta Federal Credit Union in Lakewood, CA seeks a Lakewood Full-Time Administrative role to handle member conversations, teller transactions, and sales production with a focus on service quality. You will engage with members, explain products and services, and support the Select Employer Groups development to grow the business.

This role requires retail sales experience, strong communication skills, and the ability to handle multiple tasks accurately.

Competenze

• Knowledge of Kinecta products and services to inform and assist members.
• Familiarity with sales training programs and applying them to member needs.
• Strong written and verbal communication skills.
• Basic data entry and general office tasks.
• Ability to analyze member needs and explain product benefits.

Mansioni

• Perform standard teller transactions accurately and efficiently.
• Conduct member conversations to sell products and services.
• Support Select Employer Groups development and business expansion.
• Provide timely, courteous information on products and services.

Conoscenze

Communication skills

Sales ability

Customer service

Data entry

Problem solving

Interpersonal skills

Formazione

Kinecta Certification Level I

Kinecta Certification Level II

Descrizione del lavoro

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.

Lakewood Full-Time Administrative

Lakewood, CA, US

Salary Range: $20.00 To $25.00 Hourly

SUMMARY:

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 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.
• 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.