Mira Mesa West - Universal Banker
Mission Fed Credit Union · La Mesa, CA · 1 mo ago
On-siteSales$22–$25/hrFull-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.
- Balance cash drawers and assist 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.
- 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
- Required: Consumer loan processing experience, cash-handling experience, sales or cross-selling experience.
- Preferred: Cash handling experience, sales or cross-selling experience, experience in a retail banking or credit union environment, familiarity with Symitar.
Skills
- Customer service skills.
- Ability to build relationships and identify financial solutions.
- Strong communication and problem-solving skills.
- Knowledge of digital banking tools and services.
- Ability to work independently and as part of a team.
- Attention to detail and accuracy in processing transactions.
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
Nightly shift.
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.
Qualifications
- Required: Consumer loan processing experience, cash-handling experience, sales or cross-selling experience.
- Preferred: Cash handling experience, sales or cross-selling experience, experience in a retail banking or credit union environment, familiarity with Symitar.
Skills
- Customer service skills.
- Ability to build relationships and identify financial solutions.
- Strong communication and problem-solving skills.
- Knowledge of digital banking tools and services.
- Ability to work independently and as part of a team.
- Attention to detail and accuracy in processing transactions.
Company Culture
Our culture is guided by six core values: Integrity, Service, Commitment, Teamwork, Trust, and Communication. 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.