Retail Banking Professional

3 weeks ago


San Diego, California, United States PENFED Credit Union Full time
About the Role

We are looking for a Retail Banking Professional to join our team at PenFed Credit Union's Miramar branch in San Diego, California.

Job Description

This role involves extending member relationships by offering suitable financial solutions and services to meet their needs.

  • Meet or exceed performance targets in a results-driven, member-centric environment.
  • Develop effective communication skills to engage with members, foster deepening relationships, and provide excellent customer service.
  • Resolve member complaints independently, using critical thinking and problem-solving skills, or escalate as necessary to ensure member satisfaction.
  • Promote industry-leading solutions to address members' unique life needs, such as home ownership, wealth management, financial education, and debt management.
  • Establish strong working relationships with colleagues, partners, and internal stakeholders by promoting collaboration and teamwork.
  • Drive member engagement and loyalty by explaining and cross-selling PenFed's loan and share products appropriately.


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