Personal Financial Rep I,II,III (Menifee)

About the role

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service. We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards.

Responsibilities

• Mets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• 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.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• 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.

Skills

• Excellent communication skills;
• Sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.

Other

• Physical Requirements: Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
• Environmental Conditions: Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.