Relationship Banker: Grow Clients & Communities

Mission Fed; San Diego (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

18 days PTO in first year

12 paid holidays yearly

Full 6% 401(k) match

Medical, dental, and vision coverage

Life insurance and voluntary benefits

On-site gym and wellness resources

Career development opportunities

Award-winning workplace culture

Competitive compensation

Job summary

Mission Federal Credit Union in San Diego is seeking a Relationship Banker to serve members as a trusted financial partner. You will open accounts, assist with loans, and provide personalized support to help members achieve their financial goals.

The role emphasizes relationship-building, digital banking education, and proactive product recommendations, with a competitive hourly rate and incentive opportunities. Join a team-first culture in a local community-focused credit union.

Qualifications

• High School Diploma, GED, or equivalent.
• 2+ years of experience in a financial institution or similar retail service.
• At least 12 months of experience opening new accounts.
• Strong computer proficiency and experience using business software applications.
• Exceptional communication, organization, and customer service skills.

Responsibilities

• Welcome and engage members with professionalism and enthusiasm.
• Open new accounts and assist existing members with additional products and services.
• Process and fund consumer loan applications while supporting real estate loan applications.
• Identify members' financial needs and recommend solutions that help them succeed.
• Educate members on digital banking tools and services for greater convenience.
• Resolve account questions and provide personalized support to ensure member satisfaction.
• Proactively identify opportunities to connect members with products and services that fit their needs.
• Generate referrals to business partners, including Investments and Auto Lending.
• Follow up with members to ensure a positive experience and ongoing support.
• Contribute to branch sales goals while maintaining a member-first approach.
• Prepare accurate documentation for accounts and loan products in compliance with regulatory requirements.
• Assist with end-of-day balancing activities, cash controls, and branch security procedures.
• Maintain compliance with all Credit Union policies, procedures, and federal regulations.
• Participate in branch meetings, community events, and business development initiatives.
• Mentor and support team members by sharing service and sales best practices.

Skills

Customer service

Communication

Computer literacy

Education

High School Diploma or GED

Tools

Symitar software

Job description

Mission Federal Credit Union in San Diego is seeking a Relationship Banker to serve members as a trusted financial partner. You will open accounts, assist with loans, and provide personalized support to help members achieve their financial goals.

The role emphasizes relationship-building, digital banking education, and proactive product recommendations, with a competitive hourly rate and incentive opportunities. Join a team-first culture in a local community-focused credit union.