Mission Hills - Senior Financial Services Representative jobs in United States
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Mission Fed Credit Union · 1 month ago

Mission Hills - Senior Financial Services Representative

Mission Fed Credit Union is a financial institution that values member relationships and operational excellence. The Senior Financial Services Representative will take care of members by processing transactions, opening accounts, and assisting with loan applications, while also supporting management in branch operations.

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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
Assist 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
Ability 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

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

Funding

Current Stage
Late Stage

Leadership Team

D
Doug Wright
President and Chief Executive Officer
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R
Robert Miller
Chief Operating Officer
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Company data provided by crunchbase