Mira Mesa East - Financial Services Representative
About The Position
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:
Requirements
- 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!
Responsibilities
- Proactively and professionally acknowledging anyone who enters the branch
- Cross-sell services that would benefit our members
- Properly track products and services referred or sold
- Open new accounts (new shares for existing members)
- Process and fund all consumer loan applications
- Process real estate applications
- Support branch operations with end-of-day balancing by scanning checks
- Provide dual control to balance the vault cash and card supplies
- Totaling branch cash and checking to ensure all confidential information is secure
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
