- Part Time
- Pleasanton, Alameda County
Sunward at a glance
SEC filings mentioning "Sunward": 107 — search EDGAR
Private funding round disclosed to the SEC: $3.1M offering (filed 2010-05-14) — Form D filing
Sunward
Sunward is hiring a Financial Services Consultant 1 in Pleasanton, Alameda County — a part-time, member-facing role (20 hours per week) for someone who blends genuine service with confident financial guidance.
About the Role
As a Financial Services Consultant 1 at Sunward, you'll be a front-line representative for our members in Pleasanton, handling everyday financial transactions while listening closely to understand each member's goals. You'll recommend the right credit union products through a consultative, needs-first approach and help new members feel welcomed from their very first interaction. This position is central to delivering on Sunward's mission, vision, and service standards.
Key Responsibilities
- Process daily financial transactions accurately and efficiently for members.
- Assess each member's financial situation and identify products and services that fit their needs.
- Use a consultative selling approach to present Sunward's financial offerings.
- Guide new members through a seamless onboarding and account-opening experience.
- Uphold the credit union's mission, vision, and service standards in every interaction.
- Maintain full compliance with applicable banking and credit union regulations.
Qualifications
- A strong commitment to integrity and ethical, member-first service.
- Knowledge of, and willingness to comply with, relevant financial regulations.
- Comfort discussing financial products and matching them to member needs.
- Clear communication skills and a welcoming, professional demeanor.
- Availability to work this part-time schedule of 20 hours per week, on-site in Pleasanton.
About Sunward
Sunward is a member-focused credit union dedicated to helping people make sound financial decisions. Our team in Pleasanton, Alameda County, is built around trust, accountability, and a consistent standard of service that puts members first.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
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Working in Pleasanton, Alameda County
Weather right now in Pleasanton, Alameda County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:
California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by
Recent seismic activity: 1 earthquake (M4.5+) within 200km in the last 6 months — largest M4.6 near 1 km SE of Boulder Creek, CA. via USGS
Nearby history: Kottinger, John W., Adobe Barn, listed 1985 (208m away) — via National Register of Historic Places
Typical climate: average high 73°F / low 48°F year-round (summers around 87°F, winters around 40°F) — via NOAA 1991-2020 Normals
- Elevation 107m (351 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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