Staff Resource Pool - Senior Relationship Banker
About The Position
As a Senior Relationship Banker, you’ll serve 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. You’ll also provide leadership, mentoring, and operational support to branch team members while contributing to branch growth and success. The role is on-site in San Diego, California. Compensation is $26.00–$31.00 per hour, plus incentives. Actual compensation within this range depends on 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 says 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
- Real estate lending knowledge or experience.
- Previous leadership or supervisory experience.
- Experience with Symitar or similar core banking systems.
- 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 new 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, helping minimize risk and ensure compliance.
- Share best practices and reinforce service and sales standards.
- May act in a supervisory capacity in the absence of branch management.
- Prepare account and loan documentation according to 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.
Benefits
- 18 days of PTO during the first year.
- 12 paid holidays annually.
- Full 6% 401(k) match.
- Comprehensive medical, dental, and vision coverage.
- Life insurance and additional voluntary benefits.
- Employee wellness resources, including an on-site gym.
- Career development opportunities.
- Award-winning workplace culture.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
