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Mission Fed Credit Union

Escondido Auto Parkway - Senior Financial Services Representative

escondido, CA

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Job description

Senior Relationship BankerOn-Site | San Diego, CACompensation: $26.00 - $33.00 per hour, plus incentivesActual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.As a Senior Relationship Banker, you'll serve as a trusted financial resource for members by opening accounts, processing consumer loan applications, assisting with real estate lending opportunities, and recommending products and services that help members meet their financial goals. You'll also provide leadership, mentoring, and operational support to branch team members while contributing to branch growth and success.Why Mission Fed?Our culture is guided by six core values:Integrity • Service • Commitment • Teamwork • Trust • CommunicationWhen you join Mission Fed, you'll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.What We OfferCompetitive compensation18 days of PTO during your first year12 paid holidays annuallyFull 6% 401(k) matchComprehensive medical, dental, and vision coverageLife insurance and additional voluntary benefitsEmployee wellness resources, including an on-site gymCareer development opportunitiesAn award-winning workplace cultureWhat You'll DoMember Service & Relationship BuildingDeliver exceptional service by proactively greeting and assisting members.Open new accounts and additional products for new and existing members.Process and fund consumer loan applications and assist with real estate loan applications.Analyze member needs and recommend appropriate financial products and services.Generate qualified referrals to business partners, including Investments and Auto Loan specialists.Conduct follow-up calls to ensure satisfaction and identify additional opportunities to support member needs.Promote digital banking solutions and educate members on available self-service tools.Resolve account inquiries and conduct account research as needed.Consistently meet or exceed individual and branch sales and referral goals.Participate in branch sales initiatives, community events, and business development activities.Leadership & Team SupportServe as a resource and mentor to Tellers, Universal Service Representatives, and Financial Services Representatives.Provide supervisory overrides and support while helping to minimize risk and ensure compliance.Share best practices and reinforce service and sales standards.May act in a supervisory capacity in the absence of branch management.Operations & CompliancePrepare account and loan documentation in accordance with regulatory requirements and internal procedures.Support branch opening and closing procedures, certifications, and balancing activities.Assist with cash, vault, and dual-control processes.Ensure compliance with security procedures, banking regulations, and BSA requirements.Maintain current knowledge of products, services, policies, and industry regulations.Complete all required compliance and professional development training.What You'll BringHigh School Diploma, GED, or equivalent.Minimum 3 years of experience in a bank, credit union, or financial institution.At least 12 months of experience opening new accounts and processing or referring loan applications.Demonstrated success in sales, referrals, and relationship building.Intermediate computer skills, including Microsoft Office.Strong communication, organizational, and time-management skills.Ability to multitask and adapt in a fast-paced member-focused environment.Preferred QualificationsReal estate lending knowledge or experience.Previous leadership or supervisory experience.Experience with Symitar or similar core banking systems.Notary Public Commission or willingness to obtain.Ability to obtain Mortgage Loan Originator (MLO) registration within one year of hire.Build a Career with PurposeAt Mission Federal Credit Union, we believe in people helping people —and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being. We're committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.If you're looking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose, we'd love to hear from you.Apply today and help us create brighter financial futures for our members, our communities, and one another.

Worksite address

escondido, CA, 92029, US

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