Xceed Financial Credit Union
  • - Retail-The Plant
  • San Jose, CA, USA
  • Full Time


Under general supervision, sell XFCU financial products and services to XFCU members and potential members. Thoroughly understand and adhere to credit union standards, policies, and procedures. Communicate to members effectively. Assist with member transactions and account issue resolution as required.



  • Assist Financial Center Manager as needed to effectively run the FC on a day-to-day basis both in operations and in sales. Including but not limited to the opening and closing of the FC
  • Participate in management oversight of the branch including scheduling, facilities management, system overrides, and report tracking
  • Ability to exercise independent thinking when confronting operational and service issues
  • Conduct external Business Development activity to create referral sources for new business
  • Deliver financial educational seminars to Select Employee Groups as assigned
  • Build positive relationships with members, assess member requirements and recommend financial solutions through consultative selling practices
  • Responsible for proactive sales initiatives including product sales, account opening, real estate and investment referrals, and cross-selling new products as directed
  • Meet all assigned sales goals on a monthly/quarterly/annual basis
  • Attain certification with the CUNA Lender Development Program and become proficient in the sales of Ancillary loan Protection products
  • Complete product training with Allied solutions
  • Maintain sales contact pipeline and other pertinent sales activity reports
  • Originate and fund consumer loans per XFCU policy and achieving assigned goal quota
  • Transaction posting, account setup and maintenance, consumer loan application processing while following established XFCU policy and procedure guidelines
  • Ensure Financial Center quality service standards are maintained and are consistent with established XFCU goals. Handle service escalation complaints as assigned
  • Ensure cooperation/teamwork and assist other staff members as needed
  • Maintain thorough knowledge of all credit union products, policies, and procedures



  • Minimum of Two (2) to Nine (9) years of experience. 
  • Knowledge of federal and state regulatory requirements as it pertains to the job function.
  • Excellent oral and written communication skills. 
  • Ability to work independently and in teams. 
  • Ability to analyze and solve problems. 
  • Must have working knowledge of Word, Excel, and Outlook. 
  • Ability to manage multiple tasks.



Associate degree or equivalent two years of experience preferred. 

This position has been closed and is no longer available.
Xceed Financial Credit Union


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