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Financial Services Specialist

SafeAmerica Credit Union
Pleasanton, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

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New hires will receive a $1,000 sign-on bonus!

($500 after 30 days and $500 after 90 days of employment.)

General Summary

 The Financial Services Specialist is responsible for building strong advisory relationships with members, resolving member issues, consistently delivering world class service, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs; while helping SafeAmerica credit union achieve new member, deposit growth and lending targets.


The ideal candidate will have a strong background in financial sales and service with the ability to create new ideas and execute on action plans to achieve specified sales and service goals. Additionally, the candidate will possess an outgoing personality and have the ability to create or draw on relationships with business leaders and managers within the community to help attract and build new member relationships.


Reporting Relationships:

Reports to the Branch Manager


Specific Responsibilities and Duties


  • Exceed member expectations through efficient, proactive and accurate service by actively listening and assessing the needs of the member, explaining the features and benefits of targeted solutions and ensuring first-time resolution of member concerns.
  • Open new memberships and/or cross-sells additional products and services, including loans for new and existing members and assists members with automated services. Stays abreast of latest changes in products, services, consumer protection laws, rate changes and Credit Union policies and procedures.
  • Conduct outbound sales activities (ex. phone outreach, community events, meetings with local businesses, etc…) to establish visibility of the SafeAmerica brand into the community and to drive business to the branch.
  • In conjunction with the Branch Manager, build and execute a business plan to achieve certain unit and revenue growth targets for the credit union.
  • At times, may handle teller transactions as necessary or required in the branch, or provide teller and other branch staff with coaching and guidance on products, special programs and how to identify member needs.
  • Promotes an effective team relationship and contributes to a productive, team-oriented work environment.
  • Responsible for the day-to-day application of organizational policies and procedures to help members. 
  • Participates in regular staff meetings to include training to ensure staff is thoroughly trained in all Credit Union products and services as well as regulatory requirements that apply to their daily function.


Essential Functions, Skills and Abilities

 Includes the possession of, but is not limited to:


  • Proven sales management experience in a customer focused sales and service environment.
  • Demonstrates energy and a desire to succeed; follows through on commitments; pushes self and others to deliver exceptional results.
  • Demonstrates empathy and ownership, striving to make another’s experience better.
  • Demonstrated ability to assess individual and branch performance, and to subsequently develop and execute a sales plan to exceed expected targets.
  • Strong business/financial acumen.
  • A true team player and collaborator able to translate knowledge and experience into strong and productive relationships internally and externally.
  • Professional behavior and professional image while maintaining consistent attendance at work.
  • Highly motivated self-starter that possesses an intense focus on achieving results. Conveys a sense of urgency to achieve business goals and exceed expectations.
  • Ability to multi-task, handle ambiguity and adapt quickly to changing circumstances.
  • Contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
  • Ability to effectively communicate with other managers with the credit union as well as with senior credit union leaders. Confident and credible executive presence.
  • Knowledge of banking products and services and knowledge of general banking policies, programs, procedures and financial practices.
  • Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications: ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages. Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
  • Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability.  While performing the essential duties of this job, the employee is regularly required to talk or hear. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Why Work With Us?

Because we have AWESOME employees! And, we offer a full range of benefits and competitive compensation to support the financial and personal needs of our employees and their families. Our benefits package includes but is not limited to;

  • Full medical/dental/life coverage
  • 401(k) as well as a traditional pension plan
  • Incentive and bonus programs
  • Educational reimbursement
  • Employee Assistance Program (EAP)
  • Dependent and health care reimbursement accounts
  • DoorDash For Work (DashPass with daily lunch subsidy)

We also have employee discounts on our products and a rewards and recognition program!

SafeAmerica Credit Union


Pleasanton, CA
94588 USA


Finance and Insurance