Member Financial Advisor & Cross-Sell Specialist (PFR I-III)

California Coast Credit Union; La Mesa (CA); On-site; USD 29,000 - 43,000; Full time

Benefits offered by this job

Wellness Program

Employee Activity Program

Positive work environment

Job summary

California Coast Credit Union is seeking a frontline associate focused on delivering exceptional service and cross-selling financial products. The role involves opening new accounts, processing loans, and ensuring documentation accuracy in a supportive, community-focused environment.

The position emphasizes adherence to policies, BSA/AML compliance, and active participation in member growth initiatives. Excellent communication and teamwork are essential in this dynamic credit union setting.

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.

Responsibilities

• Opens new accounts ensuring process and documentation are accurate and complete.
• Promotes and cross-sells CCCU products and services to members to foster long-term relationships.
• Processes consumer and real estate loans.
• Ensures loan documents are accurate and that underwriter stipulations are met.
• Addresses difficult member situations and resolves positively.
• Serves as a backup to Personal Financial Assistant or Teller.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Creative problem solving

Diversity & inclusion

Collaboration

Education

High school diploma or equivalent

Job description

California Coast Credit Union is seeking a frontline associate focused on delivering exceptional service and cross-selling financial products. The role involves opening new accounts, processing loans, and ensuring documentation accuracy in a supportive, community-focused environment.

The position emphasizes adherence to policies, BSA/AML compliance, and active participation in member growth initiatives. Excellent communication and teamwork are essential in this dynamic credit union setting.