Personal Financial Rep I,II,III (Clairemont)

Job Description

Job Description

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. Come be a part of our family!

If you share the same interests and passions and possess the right credentials, then read on to find out more:

JOB OBJECTIVE:

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.

NATURE & SCOPE:

• Meets/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. 

• Addresses difficult member situations and resolves in a positive manner. 

• 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. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.

• 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.

EDUCATION, SKILLS, & ABILITIES:

The Eight Superpowers

1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.

2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.