Jobs · Sales · California

El Cajon - Universal Banker

Mission Fed Credit Union · El Cajon, CA · 5 days ago
On-siteSales$22–$25/hrPart-time

About the role

A key role in delivering exceptional service, building meaningful relationships, and providing financial solutions that make a positive impact in our members' lives.

Responsibilities

  • Welcome and assist members with professionalism and enthusiasm.
  • Accurately process a variety of transactions, including deposits, withdrawals, loan payments, transfers, wire transfers, and more.
  • Resolve member questions and provide personalized support.
  • Educate members on digital banking tools and services that make managing finances easier.
  • Build relationships and identify financial solutions.
  • Open new accounts and assist members with a variety of financial products.
  • Process and fund consumer loan applications.
  • Conduct meaningful conversations to understand members' needs and recommend beneficial solutions.
  • Make follow-up calls to ensure member satisfaction and uncover additional opportunities to help.
  • Contribute to branch sales and service goals through consultative conversations and referrals.
  • Support branch operations by balancing cash drawers and assisting with end-of-day branch balancing activities.
  • Prepare account and loan documentation while ensuring compliance with regulatory requirements.
  • Maintain strong knowledge of Mission Fed products, services, policies, and procedures.
  • Protect member information and uphold security standards at all times.
  • Be a team leader, share best practices, and mentor Tellers and USR I team members.
  • Participate in branch meetings, sales initiatives, community events, and business development activities.
  • Collaborate with teammates to create an exceptional member experience.

Requirements

  • Consumer loan processing experience
  • Cash-handling experience
  • Sales or cross-selling experience
  • Symitar experience

Qualifications

  • Familiarity with Symitar

Skills

  • Customer service skills
  • Financial product knowledge
  • Communication and interpersonal skills
  • Problem-solving abilities
  • Teamwork and leadership skills

Benefits

Competitive compensation
18 days of PTO during your first year
12 paid holidays annually
Full 6% 401(k) match
Comprehensive medical, dental, and vision coverage
Life insurance and additional voluntary benefits
Employee wellness resources, including an on-site gym
Career development opportunities
An award-winning workplace culture

Pay

$22.00 - $25.00 an hour, plus incentives

Schedule

Part-time

Benefits

Comprehensive medical, dental, and vision coverage
Life insurance and additional voluntary benefits
Employee wellness resources, including an on-site gym
Career development opportunities
An award-winning workplace culture

Company Information

At Mission Fed, we are dedicated to serving San Diego and helping individuals, families, and businesses achieve financial well-being. We are committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.

Equal Opportunity Employer

We are an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.

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