[Hiring] Senior Personal Financial Advocate @Kinecta Federal Credit Union

Role Description

Under general supervision of the Mgr. Asst Retail Services (Virtual), the Personal Financial Advocate IV (Virtual) will perform duties related to member services and sales production via virtual appointment setting and Video Teller Machine (VTM). This individual will act as a financial advocate to members, determining member’s loan and deposit needs and deepening existing member relationships.

• Act as a backup to the OMNI Specialist team, reviewing new membership applications via the OMNI channel.
• Complete standard teller transactions, open new memberships, fund loans, process Trust account and POA requests accurately.
• Provide information on all products and services to members in a timely, courteous, and efficient manner.

Qualifications

• Bachelor’s degree in business, Finance, or related field preferred.
• Three years’ experience in product sales in a financial institution.
• Two years of experience managing clients’ portfolios.
• One year experience in customer service and cash handling; or equivalent combination of education and experience.
• Successful completion of Kinecta Internal Certification Programs (Level Personal Financial Associate and Personal Financial Advocate) for internal employees.
• Notary certification is required.
• Mortgage and Licensed Branch Employee requirements are applicable based on availability.

Requirements

• Knowledge of features and benefits of Credit Union products and services.
• Knowledge of corporate sales training programs.
• Strong organizational and communication skills (written and oral).
• Basic computer skills for accurate data entry and correspondence.
• Strong interpersonal and customer service skills.
• Ability to analyze member’s financial needs.
• 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 basic math and apply mathematical reasoning.
• Work under intensive and competing deadlines.
• Ability to guide and coach members on online banking, bill pay, and mobile banking.
• Ability to troubleshoot basic computer issues.

Benefits

• The working environment is generally favorable with adequate lighting and temperature.
• Flexibility with regards to scheduling days, hours, and work location, depending on business needs.

Company Description

The job is typically sedentary but may require standing and walking up to 35% of the work time to transfer files, ask questions, and related activities.