Member Financial Advisor & Loan Specialist

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

Job summary

California Coast Credit Union in California is seeking a Personal Financial Representative to deliver exceptional member service while cross-selling financial products. You will open new accounts, process consumer and real estate loans, and ensure accuracy in documentation.

The role emphasizes adherence to policies, BSA/AML compliance, and building long-term member relationships through service excellence and product knowledge. A strong focus on teamwork and compliance is expected.

Qualifications

• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.

Responsibilities

• Meet/exceed sales and service goals.
• Open new accounts with accurate documentation and cross-sell CCCU products.
• Process consumer and real estate loans and ensure loan documents are complete.

Skills

Communication skills

Attention to detail

Teamwork

Customer service

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 applications

Job description

California Coast Credit Union in California is seeking a Personal Financial Representative to deliver exceptional member service while cross-selling financial products. You will open new accounts, process consumer and real estate loans, and ensure accuracy in documentation.

The role emphasizes adherence to policies, BSA/AML compliance, and building long-term member relationships through service excellence and product knowledge. A strong focus on teamwork and compliance is expected.