California Credit Union · 22 hours ago
Financial Services Rep - Member Engagement (Glendale/San Diego)
San Diego, CA
Full-time
Onsite
Entry Level
$22/hr - $28/hr
2+ years expCalifornia Credit Union is seeking a Financial Services Representative to provide exceptional member service and process loan applications. The role involves establishing new memberships, promoting credit union products, and achieving sales goals while ensuring compliance with regulatory policies.
BankingFinancial ServicesNon Profit
Responsibilities
Provide exceptional member service
Extensive knowledge of credit union products, services, policies and procedures and refer our members’ appropriate products and services that will benefit their financial needs
Comprehensive knowledge of lending products and regulations
Accurately quote rates, terms and fees
Accurate and timely processing of loan applications, including Automated Decision Systems and any subsequent processes, associated with resulting decision. Ensure all required forms are properly completed and signed
Inform member of loan decision. Timely and accurate funding of approved loans. Provide required disclosures
Follow-up on pending loans in the Branch queue on a daily basis, as assigned by Branch Manager or delegate. Ensure comments are updated regularly and information is thorough
Accurate and timely set-up of all account types and services including Payroll Deduction, Direct Deposit, ATM or Visa check card, etc. Provide required disclosures
Responsible for initiating retention effort on large withdrawals and account closeouts. Refer to Management staff for additional retention assistance
Address and resolve member’s concerns and inquiries
Coordinate interaction with other departments, as needed
Control and safeguard assigned cash drawer, keys and combination
Must comply with all State and Federal regulations that pertain to the job functions
Participate in all CCU promotion/referral programs and meet assigned sales goals
Prepare and submit accurate sales tracking reports in a timely manner
Identify member financial needs to maximize cross-sell opportunities
Performs other duties as assigned
Qualification
Required
High school graduate with some college – AA preferred
PC literate, including word processing/spreadsheets (Microsoft Word and Excel preferred)
Knowledge of regulations related to financial institutions
Two years customer service/sales experience in a financial institution
Excellent verbal and written communication skills
Excellent sales skills
Preferred
Consumer lending experience preferred
Company
California Credit Union
California Credit Union is a credit union providing personal and business banking products and services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Steve O'Connell
President/CEO
Recent News
San Bernardino Sun
2026-01-19
2025-12-02
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