Carmel Mountain Ranch - Senior Financial Services Representative

Full job description
Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future?

How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details.
Most important in this job, we want you to take good care of our members because they are everything to us!
Senior Relationship Bankers 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.
This includes interviewing 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. Assists 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.
Here is what we are looking for:
To be successful in this role, you’ll need at least 3 years of financial institution experience, and at least 1 years’ experience opening new accounts and processing loan applications, including real estate applications.
Ability to actively cross-sell products & services.
You know this already, but you must be able to maintain the confidentiality of member’s info!
What we offer:
Great team!
Professional yet relaxed environment!
Training. Lots and lots of training to take your career to the next step!
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.
If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!
Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives!
Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.

Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.

Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, ****** orientation, national origin, physical or mental disability, veteran status, or any other class protected by law. INDMF #Li-Onsite

United States
California
San Diego Show on map Get directions