Kinecta Federal Credit Union · 21 hours ago
Personal Financial Advocate - Thousand Oaks, CA
Thousand Oaks, CA
Full-time
Onsite
Entry Level
$22/hr - $27/hr
2+ years expKinecta Federal Credit Union is seeking a Personal Financial Advocate to perform member services and sales production duties. The role involves acting as a financial advocate, fulfilling member needs, and providing accurate information about products and services.
Financial Services
Responsibilities
Perform duties related to member services and sales production
The development of Select Employer Groups and business expansion
Acts as a financial advocate to members
Fulfill member’s needs
Complete standard teller transactions accurately
Provide information on all products and services to members in a timely, courteous, and efficient manner
Qualification
Required
Knowledge of features and benefits of Credit Union or Banking products and services in order to solicit, explain, and discuss with members
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 member's 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
A minimum of two years of credit union or banking experience preferably at a financial institution
1–2-year experience in customer service and cash handling; or equivalent combination of education and experience
One year of relevant professional-level work experience may be substituted for one year of required education
Benefits
Medical, Dental, and Vision Insurance
Flexible Spending Account / Health Savings Account
Education Reimbursement / Student Loan Repayment
Generous Paid Time Off program
Company Matching 401k
Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
Rewarding Community / Volunteer programs
Employee Assistance Programs – EAP
Total Wellness Programs
Rideshare Programs
Onsite Employee Gym & Cantina at Headquarters
Company
Kinecta Federal Credit Union
Headquartered in Manhattan Beach, California, Kinecta Federal Credit Union is one of the country's largest credit unions, with assets of $6.8 billion and more than 270,000 members from coast to coast.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Keith Sultemeier
Chief Executive Officer
Jason Pendergist
Chief Lending Officer
Recent News
2025-03-09
Business Wire
2024-04-11
Company data provided by crunchbase