Job Description

Job Description

Job Description

Personal Financial Associate / Advocate

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.

Disclaimer:  

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.

\nCompany Description

Kinecta Federal Credit Union is one of the nation's leading Credit Unions, with more than $4 billion in assets and serving over 285,000 member-owners across the country.

From the beginning, we have helped our members fulfill their dreams. In 1940, Hughes Aircraft Employees Federal Credit Union was an idea born from a simple inconvenience: employees of the Hughes Aircraft Company were spending too much lunchtime driving downtown to handle their finances. So why not start a credit union, right there at the plant?

“I went to Mr. Hughes’ office in Hollywood and talked to his secretary Nadine. I gave her all the facts and Mr. Hughes said, ‘Sure. Start the Credit Union. Just keep my name clean. I don't want anything funny going on.’ I said, you can be sure of that. And Hughes Credit Union was born.”
- Lou Merandi, Credit Union Founder & Hughes Aircraft Chief Tool Designer, 1937-1981

In October 1940 a United States government charter was issued to establish the Credit Union. Each of the 12 founders deposited $5 to make the Credit Union's total assets $60. Membership cost 25 cents and the maximum loan amount was $200. We launched our name change to Kinecta Federal Credit Union in July 2001, after serving our members proudly as Hughes Aircraft Employees Federal Credit Union for more than 60 years.

As we continue to expand our position as a leader in the financial services industry our Kinecta name and logo represent our continued commitment to delivering unequalled value to the members-owners of Kinecta Federal Credit Union. Our promise: Every aspect of our organization, from our employees, to our communications, to our products and services, sets standards of excellence by remembering that our business is serving our members. And we’re committed to doing that better than anybody.

Company Description

Kinecta Federal Credit Union is one of the nation's leading Credit Unions, with more than $4 billion in assets and serving over 285,000 member-owners across the country.\r\n\r\nFrom the beginning, we have helped our members fulfill their dreams. In 1940, Hughes Aircraft Employees Federal Credit Union was an idea born from a simple inconvenience: employees of the Hughes Aircraft Company were spending too much lunchtime driving downtown to handle their finances. So why not start a credit union, right there at the plant? \r\n\r\n“I went to Mr. Hughes’ office in Hollywood and talked to his secretary Nadine. I gave her all the facts and Mr. Hughes said, ‘Sure. Start the Credit Union. Just keep my name clean. I don't want anything funny going on.’ I said, you can be sure of that. And Hughes Credit Union was born.” \r\n- Lou Merandi, Credit Union Founder & Hughes Aircraft Chief Tool Designer, 1937-1981\r\n\r\nIn October 1940 a United States government charter was issued to establish the Credit Union. Each of the 12 founders deposited $5 to make the Credit Union's total assets $60. Membership cost 25 cents and the maximum loan amount was $200. We launched our name change to Kinecta Federal Credit Union in July 2001, after serving our members proudly as Hughes Aircraft Employees Federal Credit Union for more than 60 years. \r\n\r\nAs we continue to expand our position as a leader in the financial services industry our Kinecta name and logo represent our continued commitment to delivering unequalled value to the members-owners of Kinecta Federal Credit Union. Our promise: Every aspect of our organization, from our employees, to our communications, to our products and services, sets standards of excellence by remembering that our business is serving our members. And we’re committed to doing that better than anybody.

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