Member Services Financial Specialist I

San Diego County Credit Union Inc; Solana Beach (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

San Diego County Credit Union Inc. in Solana Beach, CA, is seeking a Financial Service Representative I to build relationships with members while delivering accurate, exceptional service and promoting Credit Union products.

The role emphasizes relationship management and a team-based approach within a community-focused credit union environment. Requirements include a high school diploma and 1 year of financial service experience (or 2 years in finance).

Qualifications

• Strong listening and communication skills.
• Ability to identify member needs and offer financial solutions.
• Ability to work independently and in a team environment.
• Professional appearance and demeanor.

Responsibilities

• Deliver exceptional member experience with a positive, professional attitude.
• Use relationship management skills to understand members' financial needs and provide valuable solutions.
• Identify and refer products/services to meet members' financial needs.
• Accurately record and track member interactions, referrals and sales.
• Stay informed on policies, procedures and new products or services.
• Prepare documentation for new accounts and loans in compliance with policies.
• Follow up with members on loan applications and processes.
• Support branch goals through collaboration with staff and campaigns.

Skills

Relationship management

Active listening

Communication skills

Time management

Team orientation

Professional demeanor

Education

High school diploma or equivalent

Job description

San Diego County Credit Union Inc. in Solana Beach, CA, is seeking a Financial Service Representative I to build relationships with members while delivering accurate, exceptional service and promoting Credit Union products.

The role emphasizes relationship management and a team-based approach within a community-focused credit union environment. Requirements include a high school diploma and 1 year of financial service experience (or 2 years in finance).