Personal Financial Advisor- Fountain Valley (Full-Time)

Company Name:
Salary period: Annual
Description : Personal Financial Advisor
Kinecta Federal Credit Union was established in 1940 as Hughes Aircraft Employees Federal Credit Union and is one of the leading credit unions in the Los Angeles area. We offer competitive pay and benefits and offer ongoing training and development programs. At Kinecta, we promote from within because we believe that career development is essential to learning and growing as an individual. Our people are our biggest asset and we strongly believe, "If our employees are happy, our members are happy."
In this exciting role, the Personal Financial Advisor will work with our members to analyze and assess their financial needs and make valuable product recommendations. You will build trusting relationships with our members by having them choose us as their long-life financial partner to achieve their financial goals. You will work with our members via phone and in person to establish new memberships, shares, process consumer loan applications and drive business by reaching out to potential select employer groups. If you have a positive, enthusiastic attitude and have a passion for helping others, this role is for you!
Required skillsRequired experienceQualified candidates will have:
ΓΆΒ ΒΆ Minimum 2 years of retail sales and service experience
ΓΆΒ ΒΆ High School Diploma or GED
ΓΆΒ ΒΆ Experience within a bank and/or credit union required
ΓΆΒ ΒΆ Proven ability to build positive relationships with members and customers
ΓΆΒ ΒΆ Excellent interpersonal communication skills
ΓΆΒ ΒΆ Basic computer proficiency
ΓΆΒ ΒΆ Problem solving skills
Tracking Code 29993

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