Member Banking Advisor: Loans, Accounts & Growth

California Credit Union; San Diego (CA); Hybrid; USD 32,000 - 40,000; Full time

Job summary

California Credit Union seeks a Financial Service Representative in San Diego, CA to deliver high-quality sales and member service in a branch setting. You will open new accounts, explain digital products, and guide members through loan applications and cross-sell opportunities while following CCU policies.

The role emphasizes developing member relationships, achieving sales goals, and providing timely service.

Qualifications

• Strong communication and interpersonal skills for member interactions.
• Proven ability to meet sales and service goals.
• Solid time management and organizational abilities for branch duties.

Responsibilities

• Develop member relationships by providing high-quality sales and service to each member and identifying financial needs.
• Open new accounts and explain product/service options; assist with online banking and other electronic services.
• Originate and fund consumer loans; cross-sell loan and other credit union products.
• Develop and maintain a follow-up program to expand multiple account relationships and cross-sell opportunities.
• Ensure compliance with applicable laws, regulations, and CCU policies; participate in staff development and training.
• Attend onsite events and support business development through community engagement.

Skills

Strong communication

Member service excellence

Sales and service results

Time management & organization

Education

High School education

Tools

Personal computers

Job description

California Credit Union seeks a Financial Service Representative in San Diego, CA to deliver high-quality sales and member service in a branch setting. You will open new accounts, explain digital products, and guide members through loan applications and cross-sell opportunities while following CCU policies.

The role emphasizes developing member relationships, achieving sales goals, and providing timely service.