Member-Focused Financial Services Associate

MyPoint Credit Union; San Diego (CA); On-site; USD 71,922,000 - 107,883,000; Full time

Job summary

MyPoint Credit Union in San Diego, CA is seeking a Financial Services Officer I to serve members, open accounts, process loans, and provide tailored financial solutions.

You will build lasting relationships, promote deposits, loans, wealth management, and insurance, and act as a trusted resource while ensuring compliance and excellent member service.

This full-time role offers community involvement, branch duties, and opportunities to grow with a purpose-driven organization and supportive team.

Qualifications

• High school diploma or GED required.
• At least 1 year of financial services, banking, or customer service experience.
• Strong communication skills and ability to identify member needs.

Responsibilities

• Serve as the primary contact for consumer and business members seeking financial solutions.
• Open new memberships and accounts; ensure compliance with regulations.
• Conduct financial needs assessments and recommend lending and deposit solutions.
• Promote products and services to generate new business and deepen member relationships.
• Provide notary services and act as Manager on Duty when needed.
• Respond to inquiries via phone, email, and digital channels; support online banking.

Skills

Relationship building

Member service

Communication

Sales experience

Technology fluency

Time management

Teamwork

Education

High school diploma or GED

Tools

Microsoft Office

Financial services systems

Job description

MyPoint Credit Union in San Diego, CA is seeking a Financial Services Officer I to serve members, open accounts, process loans, and provide tailored financial solutions.

You will build lasting relationships, promote deposits, loans, wealth management, and insurance, and act as a trusted resource while ensuring compliance and excellent member service.

This full-time role offers community involvement, branch duties, and opportunities to grow with a purpose-driven organization and supportive team.