Member-Focused Personal Banking Advisor

Financial Partners Credit Union; Costa Mesa (CA); On-site; USD 30,000 - 40,000; Full time

Job summary

Financial Partners Credit Union in Costa Mesa, CA, seeks a Personal Banking Officer to deliver tailored financial solutions and build lasting member relationships. You will advise on savings, loans, credit cards, and investments while guiding members through digital banking tools and cross-selling opportunities.

You will manage transactions, respond to inquiries, and collaborate with teams to ensure compliant, high-quality service that supports members’ financial goals.

Qualifications

• High school diploma or equivalent; a bachelor’s degree in finance, business, or related field is preferred.
• Proven experience in personal banking, customer service, or financial advisory roles.
• Strong knowledge of personal finance products, services, and regulatory compliance.
• Excellent communication and interpersonal skills to effectively interact with diverse members.
• Basic proficiency with banking software and Microsoft Office applications.

Responsibilities

• Engage with members to assess their financial needs and recommend appropriate personal banking products and services.
• Manage daily banking transactions and resolve member inquiries or issues promptly and professionally.
• Develop and maintain long-term relationships with members to foster trust and encourage repeat business.
• Participate in SEG on sites with senior PBO/BM/BDO to present credit union benefits, opening new memberships, accounts, loan applications and identifying cross-sell opportunities.
• Assist members in using convenient access services, such as Mobile, Bill Pay, Direct Deposit, E Banking, E Quest, PTM, ATM and shared branches.
• Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans.
• Collaborate with internal teams to ensure seamless delivery of financial services and compliance with regulatory requirements.
• Identify opportunities for cross-selling and up-selling products to meet both member needs and business objectives.

Skills

Communication

Interpersonal skills

Analytical skills

Banking software

Sales skills

Negotiation

Education

High school diploma or equivalent

Bachelor’s degree in finance or business (preferred)

Tools

CRM systems

Microsoft Office

Job description

Financial Partners Credit Union in Costa Mesa, CA, seeks a Personal Banking Officer to deliver tailored financial solutions and build lasting member relationships. You will advise on savings, loans, credit cards, and investments while guiding members through digital banking tools and cross-selling opportunities.

You will manage transactions, respond to inquiries, and collaborate with teams to ensure compliant, high-quality service that supports members’ financial goals.