FINANCIAL CONSULTANT I - PLEASANTON
Work Model
📍 Pleasanton, CA
Employment
💼 Full-Time Direct
Recruitment Type
🛡️ Direct to HR Pipeline
Role Overview & Responsibilities
UNCLE Credit Union is seeking highly motivated team player with customer service and cash handling experience to join the team as a f ull-time Financial Consultant at our Pleasanton Financial Center.
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
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
Frequently Asked Questions
How do I apply for the FINANCIAL CONSULTANT I - PLEASANTON position at Uncle Credit Union?
Click the “Apply for this Position” button on this page to submit your details directly to Uncle Credit Union's recruitment pipeline without agency fees or intermediaries.
Is this role eligible for remote work or international relocation?
This position is based in Pleasanton, CA with potential relocation and visa sponsorship considerations for qualified candidates.
Are there any fees to apply through Jobflixs?
No. Jobflixs is 100% free for all job applicants. We strictly prohibit recruitment fees, candidate registration fees, or placement charges.
