Financial Services Representative
Company: Mission Federal Credit Union
Location: San Diego
Posted on: October 14, 2019
Friday, September 27, 2019
At Mission Federal Credit Union, we're all about people, not
profit. When we say,"Your success is our bottom line,"that refers
to how we treat our employees as well as our members.
Job Title: Financial Services Representative aka Personal
Location: 3885 Valley Centre Drive
Address Region: Carmel Valley
Postal Code: 92130
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 Financial Services Representative aka
- 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
- 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.
- Supports branch 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. Researches end of day balancing challenges
and supports team members.
- Serves as a mentor to Tellers and USRs, sharing best practices
for sales and service.
Who's qualified to be a Financial Services Representative aka
Education:High School Diploma, G.E.D., or equivalent is
Experience: A minimum of 2 years of financial institution
experience with a strong emphasis on accurate cash handling,
demonstrated proactive sales and basic computer skills is required.
Minimum of 6 months experience opening new accounts and processing
loan applications is also required.
Software: Microsoft Office Suite and Internet are required. Symitar
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 , Financial Services Representative, Accounting, Auditing , San Diego, California
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