Member-Focused Financial Advisor

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

Job summary

California Coast Credit Union is seeking a Personal Financial Representative to provide exceptional member service, open new accounts, and process loans while promoting CCCU products. The role emphasizes compliance with policies and strong relationship-building within the community.

You will support goals through accurate documentation, cross-selling, and responsive problem-solving in a collaborative, member-focused environment.

Qualifications

• A 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.
• Experience with Microsoft Windows applications preferred.

Responsibilities

• Opens new accounts ensuring process and documentation are accurate and complete.
• Promotes and cross-sells CCCU products and services to members to foster long-term relationships.
• Processes consumer and real estate loans and ensures documents meet underwriting stipulations.
• Addresses difficult member situations and resolves positively.
• Performs other relevant duties as required.

Skills

Active listening

Empathy

Excellent communication

Team collaboration

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

California Coast Credit Union is seeking a Personal Financial Representative to provide exceptional member service, open new accounts, and process loans while promoting CCCU products. The role emphasizes compliance with policies and strong relationship-building within the community.

You will support goals through accurate documentation, cross-selling, and responsive problem-solving in a collaborative, member-focused environment.