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Financial Services Representative I, II, III

2 months ago

San Diego, California, United States California Coast Credit Full time
Position Overview

California Coast Credit Union is committed to delivering outstanding service to its members while promoting a healthy work/life balance for its staff. We emphasize the importance of community relationships and strive to create a welcoming and supportive workplace.

OBJECTIVE OF THE ROLE:

  • Deliver superior service and promote financial products and services
  • Comply with credit union policies and maintain high service quality standards

SUPERVISORY STRUCTURE:

  • Report directly to the Assistant Branch Manager or Branch Manager

ROLE CONTEXT:

  • Achieve and surpass sales and service targets
  • Ensure top-notch service quality
  • Stay informed about products and services
  • Advocate and promote CCCU offerings
  • Facilitate consumer and real estate loan processes
  • Address member concerns effectively

QUALIFICATIONS, SKILLS, & COMPETENCIES:

  • High school diploma or equivalent required
  • 2-3 years of experience in a financial services environment
  • Strong communication skills and meticulous attention to detail

Additional Competencies:

  • Leadership abilities
  • Emotional intelligence
  • Active listening skills
  • Determination
  • Innovative problem-solving
  • Commitment to diversity and inclusion
  • Team collaboration