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Senior Relationship Banker

2 months ago


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

We are seeking a highly skilled Senior Relationship Banker to join our team at Mission Federal Credit Union. As a key member of our team, you will be responsible for taking care of our members by providing exceptional service and support.

Key Responsibilities
  • Actively work on the platform to open new accounts, new shares for existing members, process and fund all consumer loan applications, and process real estate applications.
  • Interview potential and existing members to determine appropriate products and services that meet their financial needs.
  • Accurately process routine member account transactions, including deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
  • May act in the capacity of a supervisor in the absence of manager, assisting with branch opening, processing of monthly, quarterly, or yearly branch certifications, and organizing outbound activities.
Requirements
  • At least 3 years of financial institution experience, with at least 1 year of experience opening new accounts and processing loan applications, including real estate applications.
  • Ability to actively cross-sell products and services.
  • Ability to maintain the confidentiality of member information.
What We Offer
  • A great team environment.
  • A professional yet relaxed work environment.
  • Training and development opportunities to take your career to the next level.
  • 18 days of PTO in your first year, plus 12 holidays a year.
  • 6% 401(k) match.
  • A full benefits package, including medical, dental, vision, life insurance, and more.