Personal Financial Representative, East Village
Compensation
$21 – $31.52 /hr
Employment type
Full-time
Work setting
On-site
Location
San Diego, CA
Schedule
Day shift
Posted
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Job overview
The Personal Financial Representative, East Village role is onsite in San Diego, CA, with compensation of $21.00–$31.52 per hour. California Coast Credit Union promotes members’ financial prosperity and provides member service. The role supports members by opening accounts, processing consumer and real estate loans, recommending and cross-selling financial products, and meeting sales and service goals. It also helps ensure accurate documentation and compliance with credit union policies and regulations.
What you'll do
- Provide member service
- open accounts and promote products
- process consumer and real estate loans
- ensure loan documents are complete and accurate
- resolve member concerns
- support teller or assistant duties
- follow BSA/AML and other compliance requirements
- meet sales and service goals.
What we're looking for
- Skills & competencies
- personal financial representativeeast villagesan diego cacalifornia coast credit unionfull-time roleday schedulemember servicecredit unionaccount openingconsumer loansreal estate loanssales and cross-selling
- Work arrangement
- Weekend coverage required
Benefits & perks
- Workplace Wellness Program and Employee Activity Program.
About the employer
California Coast Credit is hiring for this role. Industry: Credit Unions. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Credit Unions
- Occupation code
- 13-2072.00
You'll be redirected to the employer's application page.
Listing ID: b2507644-0fd4-463c-af39-15a3f9671ffb