Solana Beach - Universal Banker

Mission Fed Credit Union; Solana Beach (CA); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

18 days PTO

12 paid holidays

Full 6% 401(k) match

Medical, dental, and vision coverage

Life insurance

On-site gym

Career development opportunities

Award-winning workplace culture

Job summary

Mission Federal Credit Union is looking for a Universal Banker to join our on-site San Diego, CA team. You will deliver exceptional member service, handle a wide range of transactions, educate customers on digital tools, and identify financial solutions to meet member needs.

The role emphasizes relationship-building, product recommendations, and achieving branch sales and service goals in a supportive, community-focused environment.

Qualifications

• Consumer loan processing experience
• Cash-handling experience
• Sales or cross-selling experience
• Symitar experience

Responsibilities

• Welcome and assist members with professionalism and enthusiasm.
• Accurately process a variety of transactions, including deposits, withdrawals, loan payments, transfers, wire transfers, and more.
• Educate members on digital banking tools and services that make managing finances easier.
• Open new accounts and assist members with a variety of financial products.
• Process and fund consumer loan applications.
• Balance cash drawers and assist with end-of-day branch balancing activities.

Skills

Consumer loan processing

Cash handling

Sales / cross-selling

Tools

Symitar

Job description

Universal Banker

On-Site | San Diego, CA

Compensation: $22.00 - $25.00 an hour, plus incentives

Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.

As a Universal Banker, you'll play a key role in delivering exceptional service, building meaningful relationships, and providing financial solutions that make a positive impact in our members' lives.

If you're passionate about customer service, enjoy sales conversations that genuinely help people, and want to grow your career in the financial services industry, we'd love to meet you.

Why Mission Fed?

Our culture is guided by six core values:

Integrity

• Service
• Commitment
• Teamwork
• Trust
• Communication

When you join Mission Fed, you'll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.

What We Offer

• Competitive compensation
• 18 days of PTO during your first year
• 12 paid holidays annually
• Full 6% 401(k) match
• Comprehensive medical, dental, and vision coverage
• Life insurance and additional voluntary benefits
• Employee wellness resources, including an on-site gym
• Career development opportunities
• An award-winning workplace culture

What You'll Do

Deliver an Outstanding Member Experience

• Welcome and assist members with professionalism and enthusiasm.
• Accurately process a variety of transactions, including deposits, withdrawals, loan payments, transfers, wire transfers, and more.
• Resolve member questions and provide personalized support.
• Educate members on digital banking tools and services that make managing finances easier.

Build Relationships & Identify Financial Solutions

• Open new accounts and assist members with a variety of financial products.
• Process and fund consumer loan applications.
• Conduct meaningful conversations to understand members' needs and recommend beneficial solutions.
• Make follow-up calls to ensure member satisfaction and uncover additional opportunities to help.
• Contribute to branch sales and service goals through consultative conversations and referrals.

Support Branch Operations

• Balance cash drawers and assist with end-of-day branch balancing activities.
• Prepare account and loan documentation while ensuring compliance with regulatory requirements.
• Maintain strong knowledge of Mission Fed products, services, policies, and procedures.
• Protect member information and uphold security standards at all times.

Being a Team Leader

• Share best practices and mentor Tellers and USR I team members.
• Participate in branch meetings, sales initiatives, community events, and business development activities.
• Collaborate with teammates to create an exceptional member experience.

What You'll Bring

Required Qualifications

• Consumer loan processing experience
• Cash-handling experience
• Sales or cross‑selling experience
• Symitar experience

Preferred Qualifications

• Cash handling experience.
• Sales or cross‑selling experience.
• Experience in a retail banking or credit union environment.
• Familiarity with Symitar.

Build a Career with Purpose

At Mission Federal Credit Union, we believe in people helping people - and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well‑being. We're committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.

If you're looking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose, we'd love to hear from you.

Mission Federal Credit Union is an Equal Opportunity Employer.

All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

INDMF