Personal Financial Rep Ii, Iii

3 weeks 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 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.

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.
- 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.
- 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 A

  • Personal Financial Rep II, III

    3 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...

  • Personal Financial Rep I,ii,iii

    4 weeks 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 I,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...

  • Clinical Specialist

    2 days 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

    2 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...

  • Financial Analyst Ii

    5 hours 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...

  • Clinical Specialist

    2 days 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...

  • Coastal Program Analysts

    2 days 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...

  • Regional Sales Manager

    2 weeks ago

    San Diego, United States AppStar Financial Full time

    AppStar Financial is a leader in payment solutions to small businesses, and we are seeking to disrupt the industry with a unique innovative approach. We are looking to hire an experienced Sales Manager torun a team of outside sales representatives. This position will be critical for our market penetration strategies. Who are we looking For? Talented, driven...

  • Manufacturing Associate III/II

    19 hours ago

    San Diego, United States Fate Therapeutics Full time

    Fate Therapeutics is looking for two Manufacturing Associates III or II to join our Manufacturing team to execute cell culture activities of iPSC-based Drug Product from thaw of Master Cell Banks through harvested cryopreservation and quarantine of Drug Product. The ideal candidate will have at least 2 years of experience in the GMP Manufacturing area for...

  • Recreation Center Director Iii

    4 days ago

    San Diego, United States City of San Diego Full time

    **JOB INFORMATION**: **See NOTE(S) below for future wage increases and/or additional compensation opportunities.** Recreation Center Director III positions are assigned to large recreation centers or athletic facilities and/or those requiring difficult and sensitive community liaison work where they develop, plan, and supervise comprehensive complex and...

  • Manufacturing Associate III/II

    2 days ago

    San Diego, California, United States Fate Therapeutics Full time

    Fate Therapeutics is looking for two Manufacturing Associates III or II to join our Manufacturing team to execute cell culture activities of iPSC-based Drug Product from thaw of Master Cell Banks through harvested cryopreservation and quarantine of Drug Product. The ideal candidate will have at least 2 years of experience in the GMP Manufacturing area for...

  • Financial Advisor

    1 month ago

    San Diego, United States Priority Financial Group Full time

    Role:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...

  • Financial Advisor

    5 days ago

    San Diego, United States Priority Financial Group Full time

    Role:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...

  • Cook III

    2 days 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 day 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

    2 days 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,...

  • Account Manager PC

    1 day ago

    San Diego, United States Gentiva Personal Care Full time

    Our Company: Gentiva Personal Care is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe that better care for...

  • Manufacturing Technician III

    2 weeks ago

    San Diego, United States Nucleus Biologics Full time

    JOB SUMMARY: At Nucleus Biologics, we are driving the movement to Precision Cell Culture by providing the highest quality cell culture solutions. We have a state-of-the-art facility where we will be manufacturing our products. The Manufacturing Technician II role will assist the manufacturing team with activities related to manufacturing cell culture...

  • Financial Specialist HybridIn Office

    2 weeks ago

    San Diego, United States Richtr Financial Studio Full time

    Job Description Job Description We are looking for: A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time. What a typical day might be like: Each day is filled with a variety of tasks from recording and...