Member Experience Banker — Loans & Accounts

California Credit Union; Murrieta (CA); On-site; USD 32,000 - 40,000; Full time

Job summary

California Credit Union is seeking a Personal Banker/FSR to join our Temecula/Murrieta branch. The role focuses on member sales and service, opening new accounts, and cross-selling credit union products to meet member needs.

You will work within established guidelines to achieve monthly sales goals and deliver exceptional service. Two to three years of financial institution experience in new accounts, sales and consumer loan origination is preferred.

Qualifications

• Requires 2–3 years of financial institution experience in New Accounts, Sales and Consumer Loan origination.
• Strong communication and customer service skills.
• Proven sales and service results with time management abilities.

Responsibilities

• Develop member relationships by providing high-quality sales and service.
• Open new accounts and explain products/services to members.
• Originate and fund consumer loans and cross-sell related products.
• Engage in business development through community events and on-site visits.

Skills

Sales experience

Customer service

Cross-selling

Account opening

Communication skills

Time management

Education

High School diploma

Job description

California Credit Union is seeking a Personal Banker/FSR to join our Temecula/Murrieta branch. The role focuses on member sales and service, opening new accounts, and cross-selling credit union products to meet member needs.

You will work within established guidelines to achieve monthly sales goals and deliver exceptional service. Two to three years of financial institution experience in new accounts, sales and consumer loan origination is preferred.