Financial Services Associate – Member Care & Loans

SAN-Diego-County-Credit-Union; Murrieta (CA); On-site; USD 33,000 - 40,000; Full time

Job summary

SAN-Diego-County-Credit-Union is hiring a Financial Service Representative I in Murrieta, CA. The role focuses on delivering accurate information to members for new accounts, loans, and cross-selling Credit Union products to meet member needs and enhance satisfaction.

Typical duties include interviewing members, processing documentation for accounts and loans, and maintaining service standards while following policy and AML requirements.

Qualifications

• High school diploma or equivalent required.
• 1 year of banking experience or 2 years of finance-related experience; 6 months SDCCU exposure considered.
• Ability to promote products and services to meet member needs.
• General knowledge of credit union/financial policies preferred.
• Strong communication and organizational skills.
• College-level math and financial calculation skills.
• Basic computer skills including MS Office.
• Professional appearance and demeanor.

Responsibilities

• Interview members to identify financial needs and recommend products.
• Offer products or refer to appropriate representative; participate in campaigns.
• Record and track member interactions and referrals accurately.
• Provide exceptional service and resolve member inquiries in person or by phone.
• Stay informed on policies, procedures, and new products.
• Prepare documentation for new accounts, loans, and card issuance.
• Ensure loan files are complete with comments and terms.
• Communicate loan decisions and provide financial guidance.
• Close loans promptly with follow-up on approvals.
• Maintain audit integrity for loans and new accounts.
• Engage in business development activities and team orientations.

Skills

Member interviewing techniques

Identify & refer products/services

Promote products & services

Knowledge of Credit Union policies

Professional communication & teamwork

Math and financial calculations

Basic MS Office (Word, Excel, Outlook)

Professional appearance and demeanor

Education

High school diploma or equivalent

Tools

MS Office (Word, Excel, Outlook)

Job description

SAN-Diego-County-Credit-Union is hiring a Financial Service Representative I in Murrieta, CA. The role focuses on delivering accurate information to members for new accounts, loans, and cross-selling Credit Union products to meet member needs and enhance satisfaction.

Typical duties include interviewing members, processing documentation for accounts and loans, and maintaining service standards while following policy and AML requirements.