Personal Financial Rep I,II,III

1 month ago

San Diego, United States California Coast Credit Full time
Job DescriptionJob 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.

3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.

4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.

5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.

6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.

7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.

8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.

Other Education, Skills, and Abilities

• A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o 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
o 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.

MAJOR ACCOUNTABILITIES:

• Ensure sales and service goals are met.

• Process new accounts and/or loans accurately and completely.

• Adhere to cash, key and dual control policies and procedures.

• Adhere to security and robbery procedures.

• Complies with all other policies and procedures.

PHYSICAL REQUIREMENTS

• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods

  • Personal Financial Rep I,ii,iii

    1 month ago

    San Diego, United States California Coast Credit Full time

    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...

  • Personal Financial Rep II, III

    2 days ago

    San Diego, United States California Coast Credit Full time

    Job DescriptionJob DescriptionCalifornia 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...

  • Personal Financial Rep II, III

    4 weeks ago

    San Diego, United States California Coast Credit Full time

    Job DescriptionJob DescriptionCalifornia 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...

  • Coastal Program Analysts

    1 week ago

    San Francisco, United States Sfbayjv Full time

    Coastal Program Analysts (I/II/III) BCDC seeks multiple Coastal Program Analyst(s) (I/II/III) to be part of the BCDC Enforcement Team, working in a dynamic environment with staff to ensure the Bay’s resources are preserved and protected. Location: San Francisco, CA/Telework is available for this position in accordance with BCDC Telework Policy and...

  • Relationship Banker I/II/III

    2 days ago

    San Antonio, United States Broadway Bank Full time

    Position: Relationship Banker I/II/III - Medical Center Financial Center | Division: Sales & Service Work Days: Monday - Friday, & rotating Saturdays | Hours of Operation: Monday - Friday 7:45 AM- 6:15 PM, and Saturdays 8:45 AM-1:15 PM Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private...

  • Personal Financial Counselor

    1 month ago

    San Diego, United States US Commander, Navy Installations Full time

    **Duties**: - Develops and updates professional and current curriculum lesson plans and presents General Military Training (GMT), seminars, workshops and classes in varying lengths to address FFSC services in general, Transition Assistance Program (TAP), Family Employment Readiness Program (FERP), Personal Financial Management (PFM), and Ombudsman...

  • Customer Service Center Representative I/II/III

    1 month ago

    San Antonio, United States Broadway Bank Full time

    **Position** : Customer Service Center Representative I/II/III | **Division**: Customer Service Ctr * Answers incoming calls by effectively communicating with existing and prospective customers through profiling to uncover financial needs. * Demonstrate skills in acquiring, expanding and retaining customers and refer customers to the appropriate line of...

  • Revenue Maintainer I

    3 hours ago

    San Diego, United States San Diego Transit Corporation Full time

    Maintaining efficiency and economy in operations management requires flexibility in job assignments. While each employee shall have a primary responsibility for the job in which that employee has been hired or later promoted to, each employee may be expected to perform other jobs from time to time. SUMMARY: The Revenue Maintainer inspects, trouble-shoots,...

  • Financial Analyst II

    3 weeks ago

    San Diego, United States Sharp Community Medical Group Full time

    Description About Us: Metis Practice Solutions is dedicated to enhancing financial management in healthcare. We are looking for a Financial Analyst II to join our San Diego team, focusing on supporting partner clinics with financial strategy and stability. Key Responsibilities Consult with partner clinics on financial stability. Manage banking activities and...

  • Clinical Specialist

    1 week ago

    San Diego, United States Rep-Lite Full time

    Calling all registered nurses with expertise in the operating room and / or urology: this opportunity is tailored for you. Apply now! Clinical Specialist - Urological Medical Device Sales About Us: We are a leading innovator in urological medical devices, dedicated to enhancing the well-being of men with an enlarged prostate through cutting-edge minimally...

  • Financial Analyst Ii

    7 days ago

    San Diego, United States Family Health Centers of San Diego Full time

    **Impact Lives, Impact Community** Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care options. Founded by a Latina grandmother/community advocate over 50 years ago in Barrio Logan, FHCSD has grown into one of the largest community health systems...

  • Enrollment Advisor II/III

    1 day ago

    San Diego, United States Workshops for Warriors Full time

    Job DescriptionJob DescriptionWorkshops for Warriors® (www.wfw.org) is a nonprofit founded in 2008. Its mission is to place veterans and wounded warriors into advanced manufacturing careers by providing them with industry-leading training, nationally recognized credentials, work experience, and job placement. Training is provided at no cost to veterans. We...

  • Enrollment Advisor II/III

    3 hours ago

    San Diego, United States Workshops for Warriors Full time

    Workshops for Warriors® (www.wfw.org) is a nonprofit founded in 2008. Its mission is to place veterans and wounded warriors into advanced manufacturing careers by providing them with industry-leading training, nationally recognized credentials, work experience, and job placement. Training is provided at no cost to veterans. We are rebuilding America’s...

  • Clinical Specialist

    1 week ago

    San Diego, United States Rep-Lite Full time

    Job DescriptionJob DescriptionCalling all registered nurses with expertise in the operating room and / or urology: this opportunity is tailored for you. Apply now!Clinical Specialist - Urological Medical Device SalesAbout Us: We are a leading innovator in urological medical devices, dedicated to enhancing the well-being of men with an enlarged prostate...

  • Job Captain

    4 weeks ago

    San Diego, United States Spiegel Nance Design Inc Full time

    Job DescriptionJob DescriptionROLEJob Captain, Designer I, II and IIIPOSITION SUMMARYThe primary function of a Job Captain / Designer is to develop and coordinate the production of quality contract documents based on prototype and/or job specific requirements.The Job Captain will be meeting corporate expectations of the position when s/he is successful in:·...

  • Cook III

    1 week ago

    San Diego, California, United States Hilton Full time

    The newly renovated Hilton San Diego Bayfront is searching for an energetic Cook III to join their team. Located along the San Diego Bay, this beautiful property boasts 1190 guest rooms, 170,000 square feet of event space, and 8 food and beverage outlets. Bring your culinary knowledge to this dynamic hotel and team.A Cook III is responsible for preparing,...

  • Cook III

    1 week ago

    San Diego, California, United States Hilton San Diego Bayfront Full time

    The newly renovated Hilton San Diego Bayfront is searching for an energetic Cook III to join their team. Located along the San Diego Bay, this beautiful property boasts 1190 guest rooms, 170,000 square feet of event space, and 8 food and beverage outlets. Bring your culinary knowledge to this dynamic hotel and team.A Cook III is responsible for preparing,...

  • Cook III

    1 week ago

    San Diego, California, United States Hilton San Diego Bayfront Full time

    The newly renovated Hilton San Diego Bayfront is searching for an energetic Cook III to join their team. Located along the San Diego Bay, this beautiful property boasts 1190 guest rooms, 170,000 square feet of event space, and 8 food and beverage outlets. Bring your culinary knowledge to this dynamic hotel and team.A Cook III is responsible for preparing,...

  • Child & Family Specialist I/II - Psychiatry Resources

    4 weeks ago

    San Diego, United States Rady Children's Hospital-San Diego Full time

    This is a casual position which is subject to renewal by 6/30/2024 JOB SUMMARY: The Child & Family Specialist I is responsible for screening potential clients for eligibility to the program. Gathers information for initial intake, including determining the appropriate funding source, and helps clients access funding. Carries a caseload of clients with...

  • Child & Family Specialist I/II - Psychiatry Resources

    4 weeks ago

    San Diego, United States Rady Children's Hospital San Diego Full time

    **This is a casual position which is subject to renewal by 6/30/2024** JOB SUMMARY: The **Child & Family Specialist I** is responsible for screening potential clients for eligibility to the program. Gathers information for initial intake, including determining the appropriate funding source, and helps clients access funding. Carries a caseload of clients...