Personal Financial Advisor- Lakewood (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!
ΓΆΒ ΒΆ Responds to new member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a mini-financial needs analysis.
ΓΆΒ ΒΆ Manages top 20% household members and proactively cross-sells additional products through referrals and outbound tele-consulting.
ΓΆΒ ΒΆ Proactively seeks, develops and maintains new business resulting in memberships, shares, consumer loans, and home equity products through tele-consulting, internal referrals, interviews with new and existing members, and service calls to prospective employer groups.
ΓΆΒ ΒΆ Records daily tele-consulting calls and new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members' future needs by conducting daily mini-financial needs analysis.
ΓΆΒ ΒΆ Implements, supports, and monitors corporate product campaigns at Member Service Centers. Ensures MemberServiceCenter goals are met, anticipates obstacles, and strategy methods to optimize results.
ΓΆΒ ΒΆ Assists in the development of best practices and sales strategies by participating in Job Family Meetings, conference calls, and other meetings. Communicates this information and educates MemberServiceCenter employees to promote group learning and maximize sales.
ΓΆΒ ΒΆ Processes consumer loans, gathers supporting documents, and reviews all documents for completeness, loads and funds. Originates home equity loans by collecting and reviewing all supporting documentation for submission to Mortgage Lending for completion.
ΓΆΒ ΒΆ Develops and maintains relationships with Kinecta Financial Insurance Service, Mortgage and trust provider partners to maximize referral opportunities and achieve sales and service standards.
ΓΆΒ ΒΆ May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business.
ΓΆΒ ΒΆ Performs other duties as assigned or requested.
Required 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 29974

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