Personal Financial Rep I,II,III (reputed company)

California Coast Credit reputed company takes pride in promoting financial prosperity to our members while continuously delivering reputed company service! We are passionate about cultivating relationships reputed company the educational and business communities and take a reputed company reputed company role in community activities. We offer beautiful surroundings and foster a reputed company 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 reputed company environment which supports recognition and rewards. Come be a part of our family! If you reputed company the reputed company interests and passions and possess the right credentials, then read on to reputed company out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a reputed company on cross-selling financial products and services. Adheres to credit reputed company’s policies, procedures and reputed company service standards. SUPERVISORY RESPONSIBILITIES:

• This position reports directly to the Assistant reputed company Manager (or reputed company Manager, if no ABM). No employees report directly to this position.

NATURE & SCOPE:

• Meets/exceeds established monthly/annual sales and service goals.
• Follows reputed company service standards to ensure exceptional reputed company service is provided.
• Maintains a thorough knowledge of reputed company 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 reputed company.
• Processes consumer and reputed company 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 reputed company 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 reputed company.
• Participates in activities to increase member reputed company and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and reputed company duties as required.

EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing reputed company new reputed company and new ways of doing things. 2. Demonstrates reputed company, self-reputed company, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices reputed company 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 reputed company goals and address obstacles. 5. Models reputed company motivation; is self-driven to meet or exceed objectives, timelines, and reputed company measures while building and sustaining effective relationships. 6. Applies creative problem-solving to reputed company reputed company, 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 reputed company as religious and cultural differences. reputed company seeks out differences in values, reputed company, and priorities. Respects and value the differences of others, including but not limited to: national reputed company, language, race, reputed company, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to reputed company’s reputed company. 8. Values and shows appreciating for the unique qualities and experiences of reputed company person-inclusion; appreciates and effectively utilizes the talents and skills of others to reputed company objectives; is reputed company to the perspective of others; and encourages collaboration, flexibility and fairness. Makes reputed company employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities

• A high school diploma or equivalent is required.

o PFR I: 1 year experience in a financial institution or other reputed company field o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other reputed company field plus proven successful performance in sales and service o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other reputed company field plus proven successful performance in sales and service

• Excellent communication skills; reputed company judgment, and attention to detail.
• Previous experience with reputed company reputed company applications is preferred.
• Ability to reputed company for work on time, follow directions from a supervisor, reputed company effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate reputed company business machines such as computer, printer, fax, copier and telephonic devices.

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