Personal Financial Rep I,II,III (El Cajon)

About the role

This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union’s policies, procedures and quality service standards. Supervisory Responsibilities: This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.

Responsibilities

• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete.
• Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.

Qualifications

• A high school diploma or equivalent is required.
• PFR I: 1 year experience in a financial institution or other related field.
• PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service.
• PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service.
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Skills

• Excellent communication skills.
• Sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.

Benefits

Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion.

Pay

Salary Range (Hourly): Personal Financial Rep L: $21.0000 - $25.9562 Personal Financial Rep Ll $22.6756 - $28.3445 Personal Financial Rep Lll $25.2199 - $31.5249

Schedule

Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion.