Mira Mesa East - Financial Services Representative jobs in United States
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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.

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Culture & Values

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

Financial industry experienceConsumer loan processingCross-selling productsAccurate cash handlingConfidentiality maintenance

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

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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