Job Description

Part-time, remote opportunities available.

GENERAL SUMMARY:

Under direct supervision of the Supv, MCC Support and/or the MCC Team Manager, this position is responsible for performing duties related to service and sales production, acts as a financial advisor; and performs related work as assigned. This position will perform transactions that require accuracy and provide information in a timely manner.

SUPERVISORY RESPONSIBILITIES:

There are no supervisory responsibilities but may be expected to take the lead on assigned projects and may oversee the work of others working on assigned project.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·         Reports to work in a prompt manner in accordance with assigned schedules, complying with department and organizational attendance, and punctuality guidelines.

·         Assist members and proactively uncover financial needs through referrals, products and services that will enhance the members financial situation.

·         Participates in the development of classroom training and floor meetings and shares best practices.

·         Responsible for meeting and maintaining Quality Assurance goals while maintaining corporate and departmental goals.

·         Accurately processes transactions e.g., disbursing funds, posting transfers, loan payments, stop payments, ACH/ATM/Debit Card disputes and placing travel notifications.

·         Contributes to the department’s achievement of service quality scores and production goals.

·         Maintains confidentiality of Credit Union and member records.

·         Responsible for the attainment of assigned individual sales production goals and quality service goals.

·         Ensures compliance on all loan requests within Credit Union and Federal Regulatory standards. Stays up to date on Credit Union policies and procedures including access to all assigned systems.

·         Escalates urgent sales/service or system issues to appropriate area for resolution.

·         Responsible for driving personal performance and metrics.

MINIMUM QUALIFICATIONS

      KNOWLEDGE, SKILLS AND ABILITIES:

·         Working PC knowledge, windows preferred.

·         Knowledge of sales, customer service, and financial products and services.

·         Good communication skill – both written and orally. Bi-lingual proficiency may be required.

·         Good problem-solving skills.

·         Capable of articulating financial concepts.

·         Ability to read and interpret financial information.

·         Be a contributor and team player.

·         Ability to learn and apply new information and skills.

·         Ability to work under intensive deadlines.

 EDUCATION, TRAINING AND EXPERIENCE:

Potential candidates for this position must meet the following requirements:

·         High school diploma or general education degree (GED).

·         Minimum one-year experience in customer service and cash handling; or equivalent combination of education and experience.

·         PC knowledge, windows preferred and related applications.

·         Excellent verbal communication skills.

·         Proficient problem resolution skills.

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. 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.