Member Financial Advisor

California Coast Credit Union; San Diego (CA); Hybrid; USD 29,000 - 43,000; Full time

Job summary

California Coast Credit Union in San Diego seeks a Personal Financial Representative to deliver exceptional member service and cross-sell financial products. You will open new accounts, process loans, and uphold policy standards in a busy branch environment.

The role emphasizes accurate documentation, risk-aware operations, and awareness of member needs. Bilingual abilities are valued; strong communication is essential for success in this client-facing position.

Qualifications

• High school diploma or equivalent required.
• PFR I: 1 year experience in a financial institution
• PFR II: 2 years experience in a financial institution with 1 year as PFR
• PFR III: 3 years experience in a financial institution with 2 years as a PFR

Responsibilities

• Meet/exceed monthly sales and service goals.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Promote CCCU products and services to members to build long-term relationships.

Skills

Communication skills

Sales ability

Bilingual in Spanish

Education

High school diploma or equivalent

Tools

Windows applications

Job description

California Coast Credit Union in San Diego seeks a Personal Financial Representative to deliver exceptional member service and cross-sell financial products. You will open new accounts, process loans, and uphold policy standards in a busy branch environment.

The role emphasizes accurate documentation, risk-aware operations, and awareness of member needs. Bilingual abilities are valued; strong communication is essential for success in this client-facing position.