Solana Beach - Universal Banker

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

Job summary

Mission Federal Credit Union is seeking a Universal Banker for an on-site position in San Diego, CA. The role focuses on delivering exceptional member service, processing a variety of transactions, and recommending financial solutions to improve members’ financial well-being.

You’ll build relationships, open accounts, process loans, and educate members on digital tools while supporting branch goals. The position offers competitive pay and growth opportunities within our community-focused team.

Qualifications

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

Responsibilities

• Welcome and assist members with professionalism and enthusiasm.
• Process deposits, withdrawals, loan payments, transfers, wire transfers and more.
• Resolve member questions and provide personalized support.
• Educate members on digital banking tools and services.
• Open new accounts and assist members with financial products.
• Process and fund consumer loan applications.
• Discuss 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 referrals.
• Balance cash drawers and assist with end-of-day balancing.
• Prepare account and loan documentation while ensuring regulatory compliance.
• Maintain knowledge of Mission Fed products, policies, and procedures.
• Protect member information and uphold security standards.
• 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.

Skills

Customer service

Sales experience

Loan processing

Cash handling

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 bedeterminedby factors including experience, qualifications, skills, internal equity, and other job-related considerationspermittedby law.

As aUniversal Banker, you'llplay 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'llbecome part of an award-winning organization that invests in its people, supports professional growth, andremainsdeeply connected to the communities we serve.

What We Offer

• Competitive compensation
• 18 daysof PTO during your first year
• 12 paid holidays annually
• Full 6% 401(k) match
• Comprehensive medical, dental, and vision coverage
• Life insurance andadditionalvoluntary 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 inpeoplehelping 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'recommitted 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.