Carmel Mountain Ranch - Universal Banker

Mission Fed

San Diego (CA)

On-site

USD 30,000 - 33,000

Part time

14 days+
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Benefits offered by this job

Competitive pay
PTO 18 days first year
12 holidays per year
401(k) match 6%
Medical/Dental/Vision

Job summary

Mission Federal Credit Union is seeking a part-time Universal Banker at Carmel Mountain Ranch to serve as teller and platform representative, delivering member support and guidance in a fast-paced setting.

You will handle deposits, withdrawals, transfers, loan payments, and account openings, while educating members on digital tools and services and contributing to branch goals.

Qualifications

  • Must have 12 months of retail or customer service experience, or 6 months in a financial institution.
  • Basic computer proficiency and familiarity with Microsoft Office.
  • Strong communication and problem-solving skills.

Responsibilities

  • Greet and assist members with a warm, professional attitude.
  • Process routine financial transactions accurately (deposits, withdrawals, transfers).
  • Open new accounts and basic product referrals to meet member needs.
  • Educate members on digital banking tools and self-service options.
  • Support branch and sales goals through referrals and cross-selling.

Skills

Customer service
Communication
Problem solving

Education

High School Diploma or equivalent

Tools

Symitar

Job description

Carmel Mountain Ranch - Universal Banker

Branch Network - Carmel Mountain Ranch, 11650 Carmel Mountain Road, San Diego, California, United States of America

Job Description

Posted Friday, September 4, 2026 at 7:00 AM

Universal Banker

Compensation:$22.00 - $23.50 an hour, plus incentives

Actual compensation within this range will bedeterminedby factors including experience, qualifications, skills, internal equity, and other job-related considerationspermittedby law.

Please note: This position is part-time.

As aUniversal Banker, you'll serve as both a teller and platform representative, providing members with comprehensive financial support and guidance. If you enjoy building relationships, solving problems, educating members on financial products, and working in a fast-paced environment where no two days are the same, we'd love to meet you.

Why Mission Fed?

Our culture is guided by six core values:

When you join Mission Fed,you'llbecome part of an award-winning organization that invests in its people, supports professional growth, andremainsdeeply connected to the communities we serve.

What We Offer

  • Competitive compensation
  • 18 daysof PTO during your first year
  • 12 paid holidays annually
  • Full 6% 401(k) match
  • Comprehensive medical, dental, and vision coverage
  • Life insurance andadditionalvoluntary benefits
  • Employee wellness resources, including an on-site gym
  • An award-winning workplace culture

What You'll Do

Member Service & Relationship Building

  • Welcome and engage every member with a warm, professional attitude.
  • Process a variety of financial transactions accurately and efficiently, including:
  • Deposits
  • Withdrawals
  • Transfers
  • Loan payments
  • Cash advances
  • Gift cards
  • Open new accounts, shares, and credit card accounts.
  • Conduct needs-based conversations to identify products and services that best fit members' financial goals.
  • Educate members on digital banking tools and self-service channels.
  • Follow up with members to ensure satisfaction and uncover additional opportunities to help.
  • Support branch and individual sales goals through referrals and cross-selling that genuinely benefit members.

Operations & Compliance

  • Balance cash drawers and support end-of-day branch balancing activities.
  • Prepare account-opening and credit card documentation accurately and in compliance with regulatory requirements.
  • Protect member information and company assets by following all security procedures.
  • Maintain knowledge of products, policies, procedures, and regulatory requirements, including BSA compliance.
  • Assist team members with research and resolving balancing discrepancies.
  • Participate in branch meetings, community events, and sales initiatives.

What You'll Bring

  • High School Diploma, GED, or equivalent.
  • At least:
  • 12 months of retail and/or customer service experience, or
  • 6 months of experience in a financial institution or similar industry.
  • Basic computer proficiency and familiarity with Microsoft Office.
  • Strong communication and problem-solving skills.

Preferred Qualifications

  • Sales or cross-selling experience.
  • Experience in a retail banking or credit union environment.
  • Familiarity with Symitar.

Build a Career with Purpose

At Mission Federal Credit Union, we believe inpeoplehelping people—and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being.We'recommitted to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.

Ifyou'relooking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose,we'dlove to hear from you.

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who aresubject to the CCPA/CPRA.

Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

Branch Network - Carmel Mountain Ranch, 11650 Carmel Mountain Road, San Diego, California, United States of America

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