Member Financial Advisor – Cross-Sell & Service Pro

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

Job summary

California Coast Credit Union in San Diego, CA is seeking a Full-Time Personal Financial Representative to provide exceptional service, open new accounts, and promote CCCU products for lasting member relationships. The role emphasizes cross-selling and accurate loan processing in a supportive team environment.

Applicants should have a high school diploma, sales/service experience, and strong communication skills.

Qualifications

• A high school diploma or equivalent is required.
• PFR I: 1 year experience in a financial institution or related field.
• PFR II: 2 years experience in a financial institution (with 1 year as a PFR) or related field plus proven sales/service performance.
• PFR III: 3 years experience in a financial institution (with 2 years as a PFR) or related field plus proven sales/service performance.
• Excellent communication skills; sound judgment, attention to detail.
• Experience with Microsoft Windows applications preferred.
• Punctual, follow directions, interact effectively with coworkers, and follow procedures.
• Ability to operate standard business machines.

Responsibilities

• Meet/exceed sales and service goals.
• Process new accounts and loans accurately and completely.
• Adhere to cash, key and dual control policies.
• Adhere to security and robbery procedures.
• Comply with all policies and procedures.

Skills

Leadership

Empathy

Active Listening

Grit

Self-Motivation

Problem Solving

Diversity & Inclusion

Collaboration

Education

High School Diploma or Equivalent

PFR I: 1 year in financial institution

PFR II: 2 years in financial institution

PFR III: 3 years in financial institution

Tools

Microsoft Windows

Job description

California Coast Credit Union in San Diego, CA is seeking a Full-Time Personal Financial Representative to provide exceptional service, open new accounts, and promote CCCU products for lasting member relationships. The role emphasizes cross-selling and accurate loan processing in a supportive team environment.

Applicants should have a high school diploma, sales/service experience, and strong communication skills.