Member Experience Banker: Loans & Accounts Pro

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

Job summary

California Credit Union in Santa Ana is seeking a Financial Service Representative to deliver exceptional service, open new accounts, and process loans. You will cross-sell products, guide members through electronic services, and meet monthly sales goals.

The role is branch-based in Santa Ana with standard branch hours and a focus on student and community engagement. Relevant experience in a financial institution, strong communication, and a proactive service approach are essential.

Qualifications

• Two to three years of financial institution experience in new accounts, sales and consumer loan origination.
• High School education or equivalent; knowledge of lending policies and procedures.
• Solid knowledge of sales and referral techniques; proficient PC skills.
• Strong communication skills and a proven track record of member service excellence.

Responsibilities

• Develop member relationships by delivering high-quality sales and service to each member.
• Open new accounts and explain product and service options to members.
• Originate and fund consumer loans; process documents and follow up on approvals.
• Develop business relationships through community events and on-site engagements.
• Ensure compliance with laws, regulations, and credit union policies.

Skills

Strong communication

Member service excellence

Sales and service results

Time management & organization

Education

High School or equivalent

Lending policies knowledge

New accounts knowledge

Tools

Personal computers

Job description

California Credit Union in Santa Ana is seeking a Financial Service Representative to deliver exceptional service, open new accounts, and process loans. You will cross-sell products, guide members through electronic services, and meet monthly sales goals.

The role is branch-based in Santa Ana with standard branch hours and a focus on student and community engagement. Relevant experience in a financial institution, strong communication, and a proactive service approach are essential.