Mission Fed Credit Union ยท 1 day ago
Mira Mesa East - Financial Services Representative
Mission Fed Credit Union is seeking a Financial Services Representative to join their team. The role involves building relationships with members, cross-selling financial products, and supporting branch operations. Ideal candidates will have experience in the financial industry and a passion for helping others improve their financial future.
BankingVenture Capital
Responsibilities
Take good care of members by proactively and professionally acknowledging anyone who enters the branch
Cross-sell services that would benefit members and properly track products and services referred or sold
Open new accounts and process consumer loan applications and real estate applications
Support branch operations with end-of-day balancing, scanning checks, providing dual control to balance vault cash and card supplies, and ensuring all confidential information is secure
Qualification
Required
Minimum of 2 years financial institution or similar industry experience in a retail branch environment
Minimum of 12 months opening new accounts
Experience with consumer loan processing
Accurate cash handling experience
Proactive sales experience
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
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 StageLeadership Team
Recent News
Times of San Diego
2024-04-26
San Diego Business Journal
2024-04-26
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