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Financial Service Representative I - (Cupertino, CA)

The Financial Services Representative I maintains a commitment to cross-selling KPCU products and services, providing quality service by adhering to the service oath and service expectations, promotes advocacy and continually focuses on improvement with member perception of service delivery. Consistently follows operational processes and procedures when handling member transactions. Support growth objectives by representing the Credit Union in a professional manner at KeyPoint sponsored business and community events. Consistently promotes a positive teamwork environment. Attracts new members and actively supports member and account retention by completed required training and retaining knowledge of the service offerings of the Credit Union. Responsibilities: Achieves min Sales goals as established by the management.


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Posted in Cupertino, CA, Accounting & Finance
From Adzuna - 1 month ago