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About the Role

Kinecta Federal Credit Union is seeking Personal Financial Advocates to join their team, contributing to member services and sales production, developing Select Employer Groups, and acting as a financial advocate. The role involves fulfilling member needs, completing teller transactions, and providing information on products and services.

Responsibilities

• Perform duties related to member services and sales production.
• Develop Select Employer Groups and business expansion.
• Act as a financial advocate to members.
• Fulfill members’ needs.
• Complete standard teller transactions accurately.
• Provide information on all products and services to members in a timely, courteous, and efficient manner.

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.

Skills

• Knowledge of features and benefits of Credit Union or Banking products and services.
• 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.

Location

• Southern California
• East Coast
• Northern California

Work Type

• Full-time

Experience Level

• 2+ years of credit union or banking experience
• 1-2 years of customer service and cash handling experience

Salary/Compensations

• Competitive Salary Structures

Benefits

• Generous Incentive Plan
• Excellent Career Development Opportunity
• Medical, Dental, and Vision Insurance
• Flexible Spending Account / Health Savings Account
• Education Reimbursement / Student Loan Repayment
• 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

About the Company

• 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.
• 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!