Personal Financial Rep I,II,III (Hillcrest)

Job Description

Job 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 :

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

MAJOR ACCOUNTABILITIES :

PHYSICAL REQUIREMENTS

of continuous sitting.

ENVIRONMENTAL CONDITIONS

Note : Staff is expected to perform various tasks, projects and administrative duties as assigned.

Management reserves the right to assign or change duties and tasks to this position at their discretion.

California Coast Credit Union is an Equal Opportunity Employer.

Salary Range (Hourly) :

Personal Financial Rep I :

19.7490 - $24.6863

Personal Financial Rep II :

21.5468 - $26.9336

Personal Financial Rep III :

23.9440 - $29.9300

Salary : $24 - $30