Member Financial Specialist — Banking & Loans

California Coast Credit; La Mesa (CA); On-site; USD 29,000 - 44,000; Full time

Job summary

California Coast Credit Union in La Mesa, CA, is seeking a Financial Services Representative to deliver exceptional member service and cross-sell financial products. The role opens new accounts, processes loans, and ensures compliance with policies.

You will answer member questions, maintain product knowledge, and collaborate with supervisors to meet sales and service goals. The position requires a high school diploma and experience in a financial institution as PFR I–III.

Qualifications

• 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 of the 2 years as a PFR) or related field plus proven sales/service performance.
• PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or related field plus proven sales/service performance.
• Excellent communication skills; sound judgment and attention to detail.
• Proficiency with Microsoft Windows applications is preferred.
• Ability to arrive on time, follow directions, interact effectively with coworkers, and follow posted procedures.

Responsibilities

• Ensure sales and service goals are met.
• Process new accounts and 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.

Skills

Communication

Judgment

Attention to detail

Punctuality

Education

High school diploma

PFR I: 1 year experience

PFR II: 2 years experience

PFR III: 3 years experience

Tools

Microsoft Windows applications

Job description

California Coast Credit Union in La Mesa, CA, is seeking a Financial Services Representative to deliver exceptional member service and cross-sell financial products. The role opens new accounts, processes loans, and ensures compliance with policies.

You will answer member questions, maintain product knowledge, and collaborate with supervisors to meet sales and service goals. The position requires a high school diploma and experience in a financial institution as PFR I–III.