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FINANCIAL CONSULTANT I - PLEASANTON

🏢 Uncle Credit Union 📍 Pleasanton, CA 💼 Company - Private
Currency:
$21 - $27
$2 - $2 / mo
Verified Corporate Employer (Authorized Corporate Employer)

This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.

Transatlantic Cost of Living & Purchasing Power Benchmark

Verified Analytics
Location Base
Pleasanton, CA
Tier-1 UK Economic Zone
Est. Take-Home Pay
68% - 74% (After PAYE & NI)
Single tax filer baseline
Transatlantic Parity
1.0 GBP ≈ $1.28 USD Living Standard
Direct corporate benchmark

Position Overview & Specifications

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.
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Candidate Selection & Onboarding Process

1

Application & Resume Screening

Submit your tailored CV/Resume directly to the talent acquisition portal.

2

Technical & Competency Interviews

Virtual interviews with the hiring manager and multidisciplinary team.

3

Formal Offer & Benefits Negotiation

Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.

4

Onboarding & Corporate Integration

Equipment provisioning, team orientation, and commencement of duties.

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Hiring Organization
Uncle Credit Union

Apply for this Position

Location: Pleasanton, CA
Eligibility: Verified Employer Direct Placement
Schedule: Company - Private
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