Customer-Centric Banking Specialist

Mission Federal Credit Union; Solana Beach (CA); Presencial; USD 30 000 - 34 000; Tempo integral

Resumo da oferta

Mission Federal Credit Union is seeking a Universal Banker for an on-site position in San Diego, CA. The role focuses on delivering exceptional member service, processing a variety of transactions, and recommending financial solutions to improve members’ financial well-being.

You’ll build relationships, open accounts, process loans, and educate members on digital tools while supporting branch goals. The position offers competitive pay and growth opportunities within our community-focused team.

Qualificações

• Consumer loan processing experience.
• Cash-handling experience.
• Sales or cross-selling experience.
• Symitar experience.

Responsabilidades

• Welcome and assist members with professionalism and enthusiasm.
• Process deposits, withdrawals, loan payments, transfers, wire transfers and more.
• Resolve member questions and provide personalized support.
• Educate members on digital banking tools and services.
• Open new accounts and assist members with financial products.
• Process and fund consumer loan applications.
• Discuss needs and recommend beneficial solutions.
• Make follow-up calls to ensure member satisfaction and uncover additional opportunities to help.
• Contribute to branch sales and service goals through referrals.
• Balance cash drawers and assist with end-of-day balancing.
• Prepare account and loan documentation while ensuring regulatory compliance.
• Maintain knowledge of Mission Fed products, policies, and procedures.
• Protect member information and uphold security standards.
• Share best practices and mentor Tellers and USR I team members.
• Participate in branch meetings, sales initiatives, community events, and business development activities.
• Collaborate with teammates to create an exceptional member experience.

Conhecimentos

Customer service

Sales experience

Loan processing

Cash handling

Ferramentas

Symitar

Descrição da oferta de emprego

Mission Federal Credit Union is seeking a Universal Banker for an on-site position in San Diego, CA. The role focuses on delivering exceptional member service, processing a variety of transactions, and recommending financial solutions to improve members’ financial well-being.

You’ll build relationships, open accounts, process loans, and educate members on digital tools while supporting branch goals. The position offers competitive pay and growth opportunities within our community-focused team.