Rancho Bernardo - Universal Banker

About the role

This role routinely opens new accounts (new shares for existing members)

Responsibilities

• Accurately process routine member account transactions including, but not limited to deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, etc.
• Research and resolve member inquiries on issues related to their accounts.
• Conduct research on member accounts.
• Proactively and professionally acknowledge anyone who enters the branch.
• Support branch operations with end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure.

Requirements

• 18 months of financial institution or similar industry experience in a retail branch environment, to include a minimum of 6 months opening new accounts.
• Ability to actively cross-sell products & services.
• Ability to process consumer loans (a plus).
• Strong listening, verbal communication, time management and organizational skills.
• Able to maintain the confidentiality of member information.

Qualifications

• Outgoing and enjoys building relationships.
• Passionate about helping others better their financial future.

Skills

• Financial institution or similar industry experience.
• Ability to open new accounts.
• Ability to cross-sell products and services.
• Ability to process consumer loans.
• Strong listening, verbal communication, time management, and organizational skills.
• Confidentiality of member information.

Benefits

• Great team!
• Professional yet relaxed environment!
• Lots and lots of training!
• 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.

Pay

Base Pay/Salary: $22.00 - $25.00 an hour, plus incentives*

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.

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, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.