Member Financial Solutions Specialist

Cal Coast Credit Union; San Diego (CA); On-site; USD 29,000 - 36,000; Full time

Job summary

California Coast Credit Union is seeking a Personal Financial Rep I in California. The role focuses on exceptional service and cross-selling financial products to members while maintaining compliance with policies and procedures.

The position supports opening new accounts, loan processing, and providing reliable member service. Strong communication, documentation accuracy, and knowledge of CCCU products are essential for success.

Qualifications

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

Responsibilities

• Meets/exceeds established monthly/annual sales and service goals.
• Opens new accounts ensuring process and documentation are accurate and complete.
• Promotes and cross-sells CCCU products and services to members to encourage long-term relationships.
• Performs other relevant duties as required.

Skills

Excellent communication

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

California Coast Credit Union is seeking a Personal Financial Rep I in California. The role focuses on exceptional service and cross-selling financial products to members while maintaining compliance with policies and procedures.

The position supports opening new accounts, loan processing, and providing reliable member service. Strong communication, documentation accuracy, and knowledge of CCCU products are essential for success.