Solana Beach - Senior Relationship Banker

Mission Fed Credit Union•Solana Beach, CA

1d•Onsite

About The Position

The Senior Relationship Banker serves 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 to help members meet their financial goals. The role also provides leadership, mentoring, and operational support to branch team members while contributing to branch growth and success. The position is on-site in San Diego, California, at the Solana Beach location. Compensation is $26.00–$31.00 per hour, plus incentives. Actual compensation within that range depends on factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law. Mission Federal Credit Union describes its culture as guided by integrity, service, commitment, teamwork, trust, and communication. The organization states that it invests in its people, supports professional growth, and remains connected to the communities it serves.

Requirements

High school diploma, GED, or equivalent.
At least 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.

Nice To Haves

Knowledge of or experience with real estate lending.
Previous leadership or supervisory experience.
Experience with Symitar or a similar core banking system.
Notary Public Commission or willingness to obtain one.
Ability to obtain Mortgage Loan Originator (MLO) registration within one year of hire.

Responsibilities

Proactively greet and assist members, delivering exceptional service.
Open 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 member satisfaction and identify additional ways to support member needs.
Promote digital banking solutions and educate members about self-service tools.
Resolve account inquiries and conduct account research as needed.
Meet or exceed individual and branch sales and referral goals.
Participate in branch sales initiatives, community events, and business development activities.
Serve as a resource and mentor to Tellers, Universal Service Representatives, and Financial Services Representatives.
Provide supervisory overrides and support while helping minimize risk and ensure compliance.
Share best practices and reinforce service and sales standards.
May act in a supervisory capacity when branch management is absent.
Prepare 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 required compliance and professional development training.