Member-Focused Financial Services Advisor

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

Job summary

California Coast Credit Union in San Diego, CA is seeking a Full Time Regular Staff member to deliver exceptional member service with a focus on cross-selling financial products. You will open new accounts, process consumer and real estate loans, ensure documentation accuracy, and comply with internal policies and BSA/AML regulations.

The role requires strong communication, attention to detail, and the ability to handle difficult member situations.

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 plus sales/service performance.
• PFR III: 3 years experience in a financial institution plus sales/service performance.

Responsibilities

• Meet or exceed 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.
• Maintain security and robbery procedures and compliance with policies.

Skills

Leadership and modeling behaviors

Emotional intelligence

Active listening

Perseverance and grit

Intrinsic motivation

Creative problem-solving

Diversity and inclusion

Team collaboration

Education

High school diploma

PFR I

PFR II

PFR III

Tools

Microsoft Windows applications

Job description

California Coast Credit Union in San Diego, CA is seeking a Full Time Regular Staff member to deliver exceptional member service with a focus on cross-selling financial products. You will open new accounts, process consumer and real estate loans, ensure documentation accuracy, and comply with internal policies and BSA/AML regulations.

The role requires strong communication, attention to detail, and the ability to handle difficult member situations.