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Mission Fed Credit Union · 3 months ago

Carmel Mountain Ranch - Senior Financial Services Representative

Mountain Ranch, CA

Full-time

Onsite

Mid, Senior Level

$26/hr - $33/hr

3+ years exp

Mission Fed Credit Union is seeking a Senior Financial Services Representative to support their members in achieving financial success. This role involves managing member relationships, processing account transactions, and assisting management with branch operations while providing excellent customer service.

BankingVenture Capital

Culture & Values

Responsibilities

Take good care of our members because they are everything to us!

Actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications

Interview potential and existing members to determine appropriate products and services which will meet their financial needs

Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings

May act in the capacity of a supervisor in the absence of manager

Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch

Qualification

Financial institution experienceOpening new accountsProcessing loan applicationsCross-selling productsConfidentiality

Required

At least 3 years of financial institution experience

At least 1 years' experience opening new accounts and processing loan applications, including real estate applications

Ability to actively cross-sell products & services

Must be able to maintain the confidentiality of member's info

Benefits

18 days of PTO in your first year plus 12 holidays a year!

6% 401(k) match

Full benefits package including medical, dental, vision, life insurance, etc.

Company

Mission Fed Credit Union

Mission Fed has served the financial needs of San Diegans for over 60 years through checking, savings, loans, credit cards and other financial offerings.

Founded in 1961

San Diego, California, USA

501-1000 employees