Financial Services Specialist: Accounts & Loans

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

Job summary

California Coast Credit Union in Murrieta, CA is seeking a Full Time Personal Financial Representative to deliver exceptional service while cross-selling financial products. You will open new accounts, process loans, and ensure documentation is complete and compliant.

You will promote CCCU products, maintain knowledge of policies, and support member relationships with careful attention to accuracy, teamwork, and compliance with BSA/AML standards.

Qualifications

• A high school diploma or equivalent is required.
• Experience in a financial institution preferred.
• Strong communication and attention to detail.
• Proven sales and service performance.
• Proficiency with Windows applications preferred.

Responsibilities

• Open new accounts with accurate documentation.
• Promote and cross-sell CCCU products.
• Process consumer and real estate loans.
• Ensure loan processing documents meet underwriter stipulations.
• Provide exceptional service to members.
• Backup to Personal Financial Assistant or Teller.

Skills

Empathy

Active listening

Grit

Self-motivation

Creative problem solving

Collaboration

Diversity inclusion

Fairness

Windows applications

Education

High school diploma

Tools

Microsoft Windows

Job description

California Coast Credit Union in Murrieta, CA is seeking a Full Time Personal Financial Representative to deliver exceptional service while cross-selling financial products. You will open new accounts, process loans, and ensure documentation is complete and compliant.

You will promote CCCU products, maintain knowledge of policies, and support member relationships with careful attention to accuracy, teamwork, and compliance with BSA/AML standards.