Multi-Location Banking Service & Sales Rep I

Wheelhouse Credit Union; San Diego (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Wheelhouse Credit Union in California seeks an Universal Service Representative I Floater to support multiple branches with open accounts, loan processing, and teller duties. This role focuses on member advocacy, accurate account handling, and ensuring compliance with BSA/CIP requirements.

The position requires strong sales and service skills, excellent communication, and the ability to work with minimal supervision across locations as needed.

Qualifications

• High school diploma or equivalent plus one or more years of related experience in a financial institution.
• Strong sales and service skills required.
• Excellent oral, written, and interpersonal communication.

Responsibilities

• Assist in various departments/branches with special projects and peak times.
• Open new accounts and process funds for consumer loans.
• Perform teller and vault transactions; handle account updates and revisions.
• Refer members to appropriate products and services; act as member advocate.
• Maintain knowledge of BSA/CIP regulations and stay compliant.

Skills

Sales skills

Customer service

Oral communication

Problem solving

Education

High school diploma

Tools

Microsoft Office

Core banking system

Job description

Wheelhouse Credit Union in California seeks an Universal Service Representative I Floater to support multiple branches with open accounts, loan processing, and teller duties. This role focuses on member advocacy, accurate account handling, and ensuring compliance with BSA/CIP requirements.

The position requires strong sales and service skills, excellent communication, and the ability to work with minimal supervision across locations as needed.