Personal Financial Advisor & Service Specialist

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

Job summary

California Coast Credit Union is seeking a part-time Regular Staff member in San Diego to deliver exceptional member service and cross-sell financial products. The role focuses on meeting monthly sales and service goals while maintaining accurate documentation for new accounts and loans.

You will open new accounts, process consumer and real estate loans, and ensure compliance with internal policies and external regulations. Strong communication and teamwork are essential.

Qualifications

• High school diploma or equivalent required.
• 1 year experience in a financial institution or related field (PFR I).
• 2 years experience in a financial institution (PFR II) with sales/service.
• 3 years experience in a financial institution (PFR III) with sales/service.
• Excellent communication skills; sound judgment, and attention to detail.
• Experience with Microsoft Windows applications preferred.
• Ability to appear for work on time, follow directions, and interact well with coworkers.
• Ability to operate standard business machines.

Responsibilities

• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.

Skills

Communication skills

Attention to detail

Judgment

Education

High school diploma or equivalent

Tools

Microsoft Windows applications

Job description

California Coast Credit Union is seeking a part-time Regular Staff member in San Diego to deliver exceptional member service and cross-sell financial products. The role focuses on meeting monthly sales and service goals while maintaining accurate documentation for new accounts and loans.

You will open new accounts, process consumer and real estate loans, and ensure compliance with internal policies and external regulations. Strong communication and teamwork are essential.