Member Financial Advisor - Banking & Loans

California Coast Credit; Escondido (CA); On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Wellness Program

Employee Activity Program

Job summary

California Coast Credit Union is seeking a frontline associate in Escondido to deliver exceptional service and cross-sell financial products. You will open new accounts, process loans, and ensure compliance with internal policies and external regulations in a fast-paced retail banking environment.

The role emphasizes customer engagement, teamwork, and accurate documentation, with growth opportunities and a community-focused workplace culture in sunny Escondido, CA.

Qualifications

• Leadership through modeling behaviors and bringing forward new ideas.
• Empathy, self-reflection, and adjustment of behaviors with effective emotional intelligence.
• Active listening in communications to understand, not just respond.
• Grit and persistence to meet goals and overcome obstacles.
• Self-driven to meet objectives, timelines, and quality measures.

Responsibilities

• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Creative problem-solving

Diversity & inclusion

Team collaboration

Education

High school diploma or equivalent

PFR I: 1 year experience in a financial institution

PFR II: 2 years experience in a financial institution

PFR III: 3 years experience in a financial institution

Tools

Microsoft Windows applications

Job description

California Coast Credit Union is seeking a frontline associate in Escondido to deliver exceptional service and cross-sell financial products. You will open new accounts, process loans, and ensure compliance with internal policies and external regulations in a fast-paced retail banking environment.

The role emphasizes customer engagement, teamwork, and accurate documentation, with growth opportunities and a community-focused workplace culture in sunny Escondido, CA.