FINANCIAL CONSULTANT I - PLEASANTON
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
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Position Overview & Specifications
Financial Consultants are responsible for educating new and existing members on various products and services, opening new accounts, and accepting/inputting consumer loan applications as well as assisting members with their banking transactions.
Education and Experience:
Experience in a financial services company
Experience in new accounts and loans
Must have a minimum of 1 year of experience in cash handling and customer service
High School Diploma, G.E.D. or Equivalent
Benefits include:
Medical, Dental, Vision and company paid Life Insurance benefits
401k Retirement plan with 4% company match and Cash Balance Retirement Program
Branch and Corporate Incentive Programs
Career Advancement Opportunities
Compensation: Base starting range: $21.47 - $26.84 per hour commensurate with experience.
Come check out what UNCLE Credit Union has to offer! UNCLE Credit Union has been serving the financial needs of the Tri-Valley for over 50 years. We offer an excellent benefits and compensation package along with opportunities for growth. We also offer other unique employee benefits.
#IN2022
PI204392359
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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