Personal Financial Representative

3 weeks ago


Escondido, California, United States California Coast Credit Full time
Job Summary

We are seeking a highly motivated and customer-focused Personal Financial Representative to join our team at California Coast Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting financial products and services, and achieving sales and service goals.

Key Responsibilities
  • Provide exceptional service to members, responding to their needs and concerns in a timely and professional manner.
  • Develop and maintain relationships with members, understanding their financial goals and objectives.
  • Promote and sell financial products and services to members, including loans, deposits, and other credit union offerings.
  • Meet or exceed sales and service goals, as established by management.
  • Participate in ongoing training and professional development to stay up-to-date on credit union products and services.
  • Collaborate with other team members to achieve business objectives and support the credit union's mission.
Requirements
  • A high school diploma or equivalent is required.
  • 1-3 years of experience in a financial institution or related field, depending on the level of the position (PFR I, II, or III).
  • Excellent communication and interpersonal skills, with the ability to work effectively with members and colleagues.
  • Sound judgment and attention to detail, with the ability to maintain accurate records and documentation.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
What We Offer

As a Personal Financial Representative at California Coast Credit Union, you will have the opportunity to work in a dynamic and supportive team environment, with a focus on providing exceptional service to our members. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

If you are a motivated and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.



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