Member Experience Banker & Financial Solutions

Mission Federal Credit Union; San Diego (CA); Vor Ort; USD 30.000 - 34.000; Vollzeit

Benefits dieser Stelle

18 days PTO in first year

12 paid holidays annually

Full 6% 401(k) match

Medical, dental, and vision coverage

Life insurance and voluntary benefits

On-site gym and wellness resources

Career development opportunities

Award-winning workplace culture

Zusammenfassung

Mission Federal Credit Union is seeking a Universal Banker in San Diego to deliver an outstanding member experience, open accounts, handle transactions, and provide personalized financial solutions. This onsite role emphasizes service and sales through consultative conversations and referrals.

You will educate members on digital tools, balance cash drawers, process loans, and collaborate with teammates to meet branch goals.

Qualifikationen

• Consumer loan processing experience.
• Cash-handling experience.
• Sales or cross-selling experience.
• Symitar experience.

Aufgaben

• Welcome and assist members with professionalism and enthusiasm.
• Process deposits, withdrawals, loan payments, transfers, wire transfers, and more.
• Resolve member questions and provide personalized support.
• Educate members on digital banking tools and services that make managing finances easier.
• Open new accounts and assist members with a variety of financial products.
• Process and fund consumer loan applications.
• Conduct meaningful conversations to understand members' needs and recommend beneficial solutions.
• Make follow-up calls to ensure member satisfaction and uncover additional opportunities to help.
• Contribute to branch sales and service goals through consultative conversations and referrals.
• Balance cash drawers and assist with end-of-day branch balancing activities.
• Prepare account and loan documentation while ensuring compliance with regulatory requirements.
• Maintain strong knowledge of Mission Fed products, services, policies, and procedures.
• Protect member information and uphold security standards at all times.
• Share best practices and mentor Tellers and USR I team members.
• Participate in branch meetings, sales initiatives, community events, and business development activities.
• Collaborate with teammates to create an exceptional member experience.

Kenntnisse

Consumer loan processing

Cash handling

Sales / cross-selling

Tools

Symitar

Jobbeschreibung

Mission Federal Credit Union is seeking a Universal Banker in San Diego to deliver an outstanding member experience, open accounts, handle transactions, and provide personalized financial solutions. This onsite role emphasizes service and sales through consultative conversations and referrals.

You will educate members on digital tools, balance cash drawers, process loans, and collaborate with teammates to meet branch goals.