Member Financial Services Specialist

California Coast Credit Union; San Marcos (CA); Sur place; USD 29 000 - 43 000; Plein temps

Résumé du poste

California Coast Credit Union in San Marcos, CA is hiring for a full-time member service role focused on exceptional service and cross-selling financial products. You will open new accounts, process loans, and ensure documentation is accurate and complete, while following all policies and BSA/AML guidelines.

The role emphasizes member growth and retention with a team-oriented, customer-first approach in a supportive work environment. Relevant cash handling and notary duties may apply.

Qualifications

• A high school diploma or equivalent is required.
• Excellent communication skills, sound judgment, and attention to detail.
• Experience with Microsoft Windows applications is preferred.

Responsabilités

• Meet/exceed established monthly/annual sales and service goals.
• 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.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations.

Connaissances

Excellent communication

Attention to detail

Sales and service experience

Windows applications

Formation

High school diploma or equivalent

PFR I–III experience in financial institution

Outils

Microsoft Windows

Description du poste

California Coast Credit Union in San Marcos, CA is hiring for a full-time member service role focused on exceptional service and cross-selling financial products. You will open new accounts, process loans, and ensure documentation is accurate and complete, while following all policies and BSA/AML guidelines.

The role emphasizes member growth and retention with a team-oriented, customer-first approach in a supportive work environment. Relevant cash handling and notary duties may apply.