Job Description

Personal Financial Advisor Trainee

Investing in a career at Kinecta Federal Credit Union simply makes good sense. Kinecta is one of the largest credit unions based in California, and growing! We currently have an exciting opportunity for an outgoing, ambitious, and innovative individual that thrives on helping people in a team environment. As a Personal Financial Advisor trainee you will use your strong people skills to build and deepen the financial relationships with our members and make every interaction with them an engaging and positive experience.

The Personal Financial Advisor Trainee is based in Member Service Centers. PFA Trainee works within established guidelines to perform a variety of routine teller transactions.Successful performance of the work requires good knowledge of cash handling, balancing standards, referrals and sales of products and services, and member service policies and procedures. This position also requires good knowledge of cash handling, balancing standards, referrals and sales of products and services. Responsibilities include direct contact with Credit Union members and staff regarding inquiries, product offerings and lead generation.

Required Skills
  • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
  • Strong communication skills (written and orally).
  • Strong customer/member service skills.
  • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the 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.
  • Work under intensive and competing deadlines.

Required Experience

Education, Training and Experience:

Potential candidates for this position must meet the following requirements:

  • High school diploma or general education degree (GED)
  • Six months’ experience in customer service and cash handling in a financial institution preferred; or equivalent combination of education and experience.
  • Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
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