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Irvine, California, United States · On-site
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Walnut Creek, California, United States · Hybrid
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Hawthorne, California, United States • On-site
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Perform member services and sales production, including conducting member conversations and business expansion for Select Employer Groups. Execute standard teller transactions accurately and provide information on credit union products and services.
Requires a minimum of 1 year of retail sales and service experience. Candidates must complete Kinecta Internal certification programs (Level I and Level II).
GENERAL SUMMARY:
Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.
MINIMUM QUALIFICATIONS:
Knowledge, Skills, and Abilities:
• Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.
• Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.
• Strong communication skills (written and orally)
• Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
• Effective interpersonal skills.
• Strong cash handling/customer/member service skills.
• Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.
• Ability to listen, observe and interpret people and situations.
• Ability to analyze and solve problems.
• Ability to interact with staff, members and others encountered in the course of work.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple, concurrent tasks.
• Ability to use math and apply mathematical reasoning and abstract statistical concepts.
Education, Training and Experience:
Potential candidates for this position must meet the following requirements:
• A minimum of 1 year of retail sales and service experience.
• Successful completion of Kinecta Internal certification programs (Level I and Level II).
One year of relevant professional-level work experience may be substituted for one year of required education.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
banking done different
Headquartered in Manhattan Beach, California, Kinecta Federal Credit Union is one of the country's largest credit unions, with assets of $6.8 billion and more than 270,000 members from coast to coast. Banking the Southern California area for more than 80 years, with additional branches in New York, Kinecta offers its members a full range of financial products from banking, lending and insurance to wealth management services. Kinecta has 23 branches, and its members can use a network of more than 5,800 shared branches and access over 85,000 fee-free ATMs nationwide. For more information, visit our website.
Offices: Manhattan Beach, CA 90266, US · 1440 Rosecrans Ave.
Based on 9592 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$210k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 16,464 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
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