Financial Services Advisor – Grow Member Relationships

California Coast Credit Union; Escondido (CA); On-site; USD 29,000 - 43,000; Full time

Job summary

California Coast Credit Union in Escondido, CA is seeking a results-driven Personal Financial Representative to join our customer-focused team. The role emphasizes cross-selling financial products and delivering exceptional member service while adhering to bank policies.

You will open new accounts, process loans, maintain documentation, and support back-up teller activities as needed. Strong communication, empathy and detailed knowledge of CCCU products help build lasting member relationships.

Qualifications

• Demonstrates leadership through modeling behaviors and bringing forward new ideas.
• Empathy, self-reflection and emotional intelligence in interactions.
• Active listening to understand, not just respond.
• Grit to persevere to achieve goals and address obstacles.
• Self-driven to meet objectives and build relationships.
• Creative problem-solving to handle resources and stress.
• Respect for diverse perspectives and inclusive collaboration.
• Inclusive attitude to value differences and foster a diverse workplace.

Responsibilities

• Meet/exceed established sales and service goals.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.

Skills

Leadership

Empathy

Active listening

Emotional intelligence

Problem solving

Collaboration

Diversity & inclusion

Time management

Education

High school diploma or equivalent

PFR I: 1 year experience in a financial institution

PFR II: 2 years experience in a financial institution

PFR III: 3 years experience in a financial institution

Job description

California Coast Credit Union in Escondido, CA is seeking a results-driven Personal Financial Representative to join our customer-focused team. The role emphasizes cross-selling financial products and delivering exceptional member service while adhering to bank policies.

You will open new accounts, process loans, maintain documentation, and support back-up teller activities as needed. Strong communication, empathy and detailed knowledge of CCCU products help build lasting member relationships.