Personal Financial Advisor I–III

California Coast Credit; Murrieta (CA); On-site; USD 29,000 - 43,000; Part time

Job summary

California Coast Credit Union in Murrieta, CA seeks a Part Time Regular Staff member to deliver exceptional member service and cross-sell financial products. You will open accounts, process loans, and support cash handling with accuracy and compliance.

The role emphasizes teamwork, problem-solving, and a positive member experience in a friendly office environment. Prior retail or banking experience is valued, with a focus on accuracy and professional communication.

Qualifications

• High school diploma or equivalent required.
• PFR I: 1 year in financial institution or related field.
• PFR II: 2 years in financial institution with sales/service experience.
• PFR III: 3 years in financial institution with sales/service experience.

Responsibilities

• Meet/exceed monthly/annual sales and service goals.
• Open new accounts with accurate documentation and cross-sell CCCU products.
• Process consumer and real estate loans with accurate documentation.
• Maintain compliance with internal policies and external regulations.

Skills

Leadership

Empathy

Active listening

Grit

Self-motivation

Creative problem-solving

Diversity & inclusion

Collaboration

Education

High school diploma or equivalent

PFR I-III (financial institution experience)

Tools

Microsoft Windows

Job description

California Coast Credit Union in Murrieta, CA seeks a Part Time Regular Staff member to deliver exceptional member service and cross-sell financial products. You will open accounts, process loans, and support cash handling with accuracy and compliance.

The role emphasizes teamwork, problem-solving, and a positive member experience in a friendly office environment. Prior retail or banking experience is valued, with a focus on accuracy and professional communication.