Personal Banking Advisor

Financial Partners Credit Union; Costa Mesa (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Financial Partners Credit Union in California seeks a Personal Banking Officer to build strong member relationships, assess their needs, and recommend savings, loans, credit cards, and investment options. By proactively identifying opportunities for cross-selling, this role supports growth and profitability while delivering compliant, tailored banking solutions.

The position emphasizes delivering personalized, efficient service, handling transactions, and advising members on a range of personal

Qualifications

• High school diploma or equivalent; a bachelor's degree in finance, business, or a 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 & negotiation

Microsoft Office

Education

High school diploma

Bachelor’s degree in finance or business

Tools

CRM systems

Banking software

Microsoft Office

Job description

Financial Partners Credit Union in California seeks a Personal Banking Officer to build strong member relationships, assess their needs, and recommend savings, loans, credit cards, and investment options. By proactively identifying opportunities for cross-selling, this role supports growth and profitability while delivering compliant, tailored banking solutions.

The position emphasizes delivering personalized, efficient service, handling transactions, and advising members on a range of personal