Member Experience Banker - Loans & Accounts

CALIFORNIA FEDERAL CREDIT UNION; Murrieta (CA); On-site; USD 32,000 - 40,000; Full time

Job summary

CALIFORNIA FEDERAL CREDIT UNION is seeking a Personal Banker/FSR for the Temecula/Murrieta area. This full-time clerical role is based in the Murrieta branch, focusing on sales, service, and new account activity to meet monthly goals.

The position involves helping members open accounts, securing loans, and educating them on digital banking options, with cross-sell opportunities across Credit Union products. Strong customer service and sales skills are essential.

Qualifications

• Strong communication (written and verbal).
• Provide excellent member service both internally and externally.
• Proven sales and service results.
• Strong time management and organizational skills.

Responsibilities

• Opens new accounts: explain account types and services to members.
• Cross-sell Credit Union products to meet member needs.
• Originates and funds consumer loans and follows up on approvals.
• Develop and maintain member relationships to increase satisfaction.
• Ensure compliance with laws and Credit Union policies.

Skills

Strong communication

Member service

Sales results

Time management

Education

High School education or equivalent

Job description

CALIFORNIA FEDERAL CREDIT UNION is seeking a Personal Banker/FSR for the Temecula/Murrieta area. This full-time clerical role is based in the Murrieta branch, focusing on sales, service, and new account activity to meet monthly goals.

The position involves helping members open accounts, securing loans, and educating them on digital banking options, with cross-sell opportunities across Credit Union products. Strong customer service and sales skills are essential.