Personal Banking Advisor: Build Member Trust

Financial Partners Credit Union; Brea (CA); On-site; USD 52,000 - 80,000; Full time

Job summary

Financial Partners Credit Union seeks a Personal Banking Officer in California to deliver tailored financial solutions. You will advise members on savings, loans, cards, and investments while building lasting relationships and ensuring compliant service delivery.

The role emphasizes proactive cross-selling, strong communication, and seamless use of banking tools to support members’ financial goals. A not-for-profit cooperative mindset guides everyday work and growth.

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.

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.
• Identify cross-sell opportunities and participate in on-site meetings to present credit union benefits.

Skills

Communication skills

Interpersonal skills

Analytical skills

Banking software proficiency

Problem-solving

Sales and negotiation

Education

Bachelor's degree in finance or related field

High school diploma or equivalent

Tools

Banking software

CRM systems

Microsoft Office

Job description

Financial Partners Credit Union seeks a Personal Banking Officer in California to deliver tailored financial solutions. You will advise members on savings, loans, cards, and investments while building lasting relationships and ensuring compliant service delivery.

The role emphasizes proactive cross-selling, strong communication, and seamless use of banking tools to support members’ financial goals. A not-for-profit cooperative mindset guides everyday work and growth.