Senior Relationship Banker: Growth, Lending & Leadership

Mission Federal Credit Union; San Diego (CA); On-site; USD 36,000 - 43,000; Full time

Benefits offered by this job

Competitive pay

PTO 18 days

Holidays 12

401(k) match

Medical/Dental/Vision

Life insurance

Wellness resources

Career development

Award-winning culture

Job summary

Mission Federal Credit Union in San Diego, CA is seeking a Senior Relationship Banker to open accounts, process consumer loan applications, assist with real estate lending, and recommend products to help members meet their financial goals. You’ll provide leadership and mentoring to branch team members while supporting branch growth.

The role offers competitive compensation, a strong benefits package, and opportunities for career development within a values-driven culture.

Qualifications

• High School Diploma, GED, or equivalent.
• Minimum 3 years of experience in a bank, credit union, or financial institution.
• At least 12 months of experience opening new accounts and processing or referring loan applications.
• Demonstrated success in sales, referrals, and relationship building.
• Intermediate computer skills, including Microsoft Office.
• Strong communication, organizational, and time-management skills.

Responsibilities

• Deliver exceptional service by proactively greeting and assisting members.
• Open new accounts and additional products for new and existing members.
• Process and fund consumer loan applications and assist with real estate loan applications.
• Analyze member needs and recommend appropriate financial products and services.
• Generate qualified referrals to business partners, including Investments and Auto Loan specialists.
• Conduct follow-up calls to ensure satisfaction and identify additional opportunities to support member needs.
• Promote digital banking solutions and educate members on available self-service tools.
• Resolve account inquiries and conduct account research as needed.
• Consistently meet or exceed individual and branch sales and referral goals.
• Participate in branch sales initiatives, community events, and business development activities.

Skills

Strong communication

Sales/referrals

Relationship building

Team leadership

Multitasking

Adaptability

Education

High School Diploma, GED, or equivalent

Tools

Microsoft Office

Job description

Mission Federal Credit Union in San Diego, CA is seeking a Senior Relationship Banker to open accounts, process consumer loan applications, assist with real estate lending, and recommend products to help members meet their financial goals. You’ll provide leadership and mentoring to branch team members while supporting branch growth.

The role offers competitive compensation, a strong benefits package, and opportunities for career development within a values-driven culture.