Mira Mesa East - Financial Services Representative jobs in United States
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Mission Fed Credit Union · 3 months ago

Mira Mesa East - Financial Services Representative

Mission Fed Credit Union is seeking a Financial Services Representative to join their team. The role focuses on building relationships with members, cross-selling products and services, and supporting branch operations. Candidates should have experience in the financial industry, particularly in retail branch environments.

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Culture & Values

Responsibilities

Take good care of our members by proactively and professionally acknowledging anyone who enters the branch
Cross-sell services that would benefit our members and properly track products and services referred or sold
Open new accounts (new shares for existing members), process and fund all consumer loan applications, and process real estate applications
Support branch operations with end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure

Qualification

Financial institution experienceConsumer loan processingAccurate cash handlingCross-selling productsConfidentiality maintenance

Required

Candidates with a minimum of 2 years financial institution or similar industry experience in a retail branch environment, to include a minimum of 12 months opening new accounts
Experience with consumer loan processing, accurate cash handling and proactive sales
Ability to actively cross-sell products & services
You 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

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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