Personal Financial Specialist - Accounts & Loans

Cal Coast Credit Union; San Diego (CA); On-site; USD 29,000 - 36,000; Full time

Job summary

California Coast Credit Union seeks a Personal Financial Rep to provide exceptional service with a focus on cross-selling financial products and services. You will open new accounts, process loans, and ensure compliance with policies and procedures.

You will support personal financial activities, handle cash duties, and may serve as a notary while upholding quality service standards and member relations in a fast-paced environment.

Qualifications

• High school diploma or equivalent is required.
• PFR I: 1 year experience in a financial institution or related field.
• PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or related field plus proven successful performance in sales and service.
• PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or related field plus proven successful performance in sales and service.
• Excellent communication skills; sound judgment, and attention to detail.

Responsibilities

• Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members to encourage a long-term financial relationship.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.

Skills

Excellent communication

Attention to detail

Microsoft Windows

Education

High school diploma or equivalent

PFR I: 1 year experience in a financial institution or related field

PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or related field plus proven performance in sales

PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or related field plus proven performance in sales

Tools

Notary

Job description

California Coast Credit Union seeks a Personal Financial Rep to provide exceptional service with a focus on cross-selling financial products and services. You will open new accounts, process loans, and ensure compliance with policies and procedures.

You will support personal financial activities, handle cash duties, and may serve as a notary while upholding quality service standards and member relations in a fast-paced environment.