Member Financial Advisor & Loans Specialist

Cal Coast Credit Union; Escondido (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

California Coast Credit Union is seeking a service-focused professional to deliver exceptional member experiences while cross-selling financial products. You will open accounts, process loans, and promote CCCU solutions to build lasting member relationships.

The role emphasizes accurate documentation, compliance with policies, and teamwork with tellers and assistants to meet service and sales goals.

Qualifications

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

Responsibilities

• Meet/exceed monthly/annual sales and service goals.
• Open new accounts with accurate documentation and compliance.
• Promote and cross-sell CCCU products to members.
• Process consumer and real estate loans and ensure accuracy.
• Adhere to cash, key and dual control policies and procedures.
• Assist as a back-up to other employees as needed.
• Support BSA/AML compliance to reduce risk.
• Contribute to member growth and retention initiatives.

Skills

Leadership

Empathy

Active listening

Grit

Intrinsic motivation

Creative problem-solving

Diversity & inclusion

Collaboration & fairness

Education

High school diploma

PFR I experience

PFR II experience

PFR III experience

Tools

Microsoft Windows

Job description

California Coast Credit Union is seeking a service-focused professional to deliver exceptional member experiences while cross-selling financial products. You will open accounts, process loans, and promote CCCU solutions to build lasting member relationships.

The role emphasizes accurate documentation, compliance with policies, and teamwork with tellers and assistants to meet service and sales goals.