San Marcos - Relationship Banker

MISSION FEDERAL CREDIT UNION
San Marcos, CA Full Time
POSTED ON 5/18/2024
So, you have a couple of years working in the financial industry and you’re ready to take the next step in your career? If this sounds like you, please, read on.

Are you outgoing and enjoy building relationships? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details.

  • Most important in this job, we want you to take good care of our members because they are everything to us! Part of this role is proactively and professionally acknowledging anyone who enters the branch. Welcome to Mission Fed!
  • How do you feel about sales? This role requires team members to cross-sell (don’t worry, only services that would benefit our members) and properly track products and services referred or sold.
  • This role routinely opens new accounts (new shares for existing members), processes and funds all consumer loan applications and processes real estate applications.
  • On the daily, you would 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.
Here is what we are looking for:
  • Candidates with a minimum of 2 years financial institution or similar industry experience in a retail branch environment, to include a minimum of 12 months opening new accounts.
  • Experience with consumer loan processing, accurate cash handling and proactive sales.
  • Ability to actively cross-sell products & services.
  • You know this already, but you must be able to maintain the confidentiality of member’s info!
What we offer:
  • Great team!
  • Professional yet relaxed environment!
  • Training. Lots and lots of training to take your career to the next step!
  • 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.
If this sounds like an amazing opportunity to you (because ya, it is!), we want to hear from you!

Base Pay/Salary: $23.00 - $26.00 an hour
The hourly rate range that we expect to pay for this position is $23.00 - $26.00. Actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.

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. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.
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. INDMF

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