Member-Focused Financial Advisor — Personal Banking

California Coast Credit Union; San Diego (CA); Hybrid; USD 29,000 - 44,000; Full time

Job summary

California Coast Credit Union in San Diego, CA is seeking a Personal Financial Rep I, II or III (Clairemont) to deliver exceptional member service with a focus on cross-selling financial products. This full-time role involves opening new accounts, processing loans, and maintaining compliance with policies and BSA/AML standards.

The position supports branch operations, may serve as a back-up to other roles, and requires strong communication, detail-orientation and reliability to achieve sales and

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 is preferred.
• Ability to arrive on time and work with supervision; interact effectively with coworkers; follow rules and procedures.

Responsibilities

• Ensure sales and service goals are met.
• 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.

Skills

Communication skills

Attention to detail

Punctuality

Teamwork

Customer service

Windows applications

Education

High school diploma or equivalent

Tools

Windows

Job description

California Coast Credit Union in San Diego, CA is seeking a Personal Financial Rep I, II or III (Clairemont) to deliver exceptional member service with a focus on cross-selling financial products. This full-time role involves opening new accounts, processing loans, and maintaining compliance with policies and BSA/AML standards.

The position supports branch operations, may serve as a back-up to other roles, and requires strong communication, detail-orientation and reliability to achieve sales and