Relationship Banking Advisor

Mission Federal Credit Union; Oceanside (CA); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

18 days PTO first year

12 paid holidays annually

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

Job summary

Mission Federal Credit Union in San Diego, CA is seeking a Relationship Banker on-site to serve as a trusted financial partner for our members. You will open accounts, help with loans, and guide members to online tools while delivering exceptional service.

Join a team that values integrity, service, and community, with opportunities for growth, competitive compensation, and comprehensive benefits. This role emphasizes member-first relationships and collaborative branch success.

Qualifications

• High School Diploma, GED, or equivalent is required.
• 2+ years of experience in a financial institution or similar retail service environment.
• 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

• Build meaningful member relationships and engage members with professionalism.
• Open new accounts and assist with additional products and services.
• Process and fund consumer loan applications and support real estate loan applications.
• Identify members' financial needs and recommend solutions.
• Educate members on digital banking tools for convenience and security.
• Resolve account questions and provide personalized support to ensure satisfaction.
• Drive growth by connecting members with suitable products and services.
• Support branch operations and regulatory compliance in daily tasks.

Skills

Exceptional communication

Customer service

Organization

Computer proficiency

Sales or relationship-building

Education

High School Diploma, GED, or equivalent

Tools

Symitar software

Job description

Mission Federal Credit Union in San Diego, CA is seeking a Relationship Banker on-site to serve as a trusted financial partner for our members. You will open accounts, help with loans, and guide members to online tools while delivering exceptional service.

Join a team that values integrity, service, and community, with opportunities for growth, competitive compensation, and comprehensive benefits. This role emphasizes member-first relationships and collaborative branch success.