Personal Financial Rep I-III - Member Growth & Solutions

California Coast Credit Union; La Mesa (CA); Sur place; USD 26 000 - 44 000; Plein temps

Résumé du poste

California Coast Credit Union in La Mesa, CA is hiring for a full‑time staff role focused on delivering exceptional member service and cross‑selling financial products. You will open new accounts, process loans, and ensure compliance while supporting daily branch operations.

The position emphasizes meeting sales targets, teamwork, and maintaining a welcoming, professional environment for members. Equal opportunity employer.

Qualifications

• High school diploma or equivalent required.
• 1 year experience in a financial institution (PFR I).
• 2 years experience in a financial institution (PFR II) with 1 year as a PFR.
• 3 years experience in a financial institution (PFR III) with 2 years as a PFR.
• Excellent communication skills; sound judgment and attention to detail.
• Ability to operate standard business machines; basic computer skills.

Responsabilités

• Meet and exceed monthly sales and service goals.
• Process new accounts and loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Comply with security and robbery procedures and internal policies.
• Provide exceptional service and cross-sell CCCU products.

Connaissances

Excellent communication

Attention to detail

Customer service

Empathy

Active listening

Formation

High school diploma or equivalent

Outils

Microsoft Windows applications

Description du poste

California Coast Credit Union in La Mesa, CA is hiring for a full‑time staff role focused on delivering exceptional member service and cross‑selling financial products. You will open new accounts, process loans, and ensure compliance while supporting daily branch operations.

The position emphasizes meeting sales targets, teamwork, and maintaining a welcoming, professional environment for members. Equal opportunity employer.