Member-Driven Financial Service Pro | Personal Banker

San Diego County Credit Union Inc; Oceanside (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

San Diego County Credit Union Inc in Oceanside, CA seeks a Financial Service Representative I to build member relationships and deliver exceptional service. You will promote Credit Union products, assist with accounts and loans, and work within a team to meet goals.

The role emphasizes listening, communication, and adherence to policies while providing accurate financial guidance to members.

Qualifications

• High school diploma or equivalent required.
• 1 year in financial services or 2 years finance-related experience, or 6 months SDCCU member-facing work experience considered.
• Strong relationship management skills to identify and refer products and services.

Responsibilities

• Deliver exceptional member experience with a positive, professional attitude.
• Understand member needs and provide financial solutions.
• Identify and refer products/services to meet member needs.
• Record and track member interactions and referrals with integrity.
• Stay informed on policies, procedures, and new products or services.
• Prepare documentation for new accounts and loans, ensuring compliance.
• Ensure loan files are complete and accurate and communicate progress to members.
• Collaborate with staff to achieve branch goals and participate in campaigns.

Skills

Relationship management

Active listening

Communication

Time management

Organization

Team collaboration

Professional appearance

Job description

San Diego County Credit Union Inc in Oceanside, CA seeks a Financial Service Representative I to build member relationships and deliver exceptional service. You will promote Credit Union products, assist with accounts and loans, and work within a team to meet goals.

The role emphasizes listening, communication, and adherence to policies while providing accurate financial guidance to members.