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Senior Financial Services Representative

Location: San Diego
Posted on: March 20, 2023

Job Description:

Job Title: Senior Financial Services Representative
Location: 1370 India St
Address Region: San Diego
Postal Code: 92101

Why work here? Mission Fed offers an awesome company culture, growth opportunities and GREAT benefits for both part-time and full-time employees, including: medical, dental, and vision insurance, 401k match up to 6%, Paid Time Off, 12 paid holidays, company paid life insurance, and much more...

What you'll be doing as a Senior Financial Services Representative:

  • Actively works on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs.
  • Accurately processes routine member account transactions including, but not limited to: 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. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch.Who's qualified to be a Senior Financial Services Representative?

    Education: High School Diploma, G.E.D., or equivalent is required.

    Experience: A minimum of 3 years of financial institution experience with a strong emphasis on accurate cash handling, demonstrated proactive sales and basic computer skills is required. Minimum 1 year experience opening new accounts and processing loan applications, including real estate applications is also required. Supervisory experience is preferred.

    Software: Microsoft Office Suite and Internet are required. Symitar is preferred.
    Base Pay/Salary: $25.00 - $30.00 an hour

    The hourly rate range that we expect to pay for this position is $25.00 - $30.00. 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") 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 COVID-19 notice provides the disclosures required by the CCPA and applies to applicants who are subject to the CCPA.
    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.


Keywords: MISSION FEDERAL CREDIT UNION, San Diego , Senior Financial Services Representative, Accounting, Auditing , San Diego, California

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