Member Services & Financial Solutions Advisor

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

Job summary

California Coast Credit Union is seeking a customer-focused associate in San Marcos, CA, dedicated to providing exceptional service and cross-selling financial products. You'll support members, open new accounts, and help manage loans while upholding compliance and quality standards.

This role emphasizes teamwork, strong communication, and relationship-building, with a focus on delivering a positive member experience and contributing to growth targets in a supportive, community-oriented setting.

Qualifications

• The Eight Superpowers: leadership, empathy and effective communication.
• Active listening and problem-solving under pressure.
• Grit and self-motivation to meet sales/service goals.
• Diversity, inclusion and collaboration in a team setting.
• High school diploma or equivalent is required.
• PFR I/II/III experience in financial services and proven performance in sales and service.

Responsibilities

• Meet/exceed monthly/annual sales and service goals.
• Open new accounts; cross-sell products to build long-term relationships.
• Process consumer and real estate loans; ensure accurate documentation.
• Adhere to cash, key and dual-control policies and procedures.
• Maintain knowledge of products, policies and regulations; ensure compliance.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Creative problem-solving

Communication

Diversity & inclusion

Education

High school diploma or equivalent

PFR I: 1 year experience in a financial institution

PFR II: 2 years experience in a financial institution

PFR III: 3 years experience in a financial institution

Job description

California Coast Credit Union is seeking a customer-focused associate in San Marcos, CA, dedicated to providing exceptional service and cross-selling financial products. You'll support members, open new accounts, and help manage loans while upholding compliance and quality standards.

This role emphasizes teamwork, strong communication, and relationship-building, with a focus on delivering a positive member experience and contributing to growth targets in a supportive, community-oriented setting.