Mira Mesa West - Universal Banker

Mission Fed Credit Union•San Diego, CA

4d•Onsite

About The Position

As a Universal Banker, you'll play a key role in delivering exceptional service, building meaningful relationships, and providing financial solutions that make a positive impact in our members' lives. If you're passionate about customer service, enjoy sales conversations that genuinely help people, and want to grow your career in the financial services industry, we'd love to meet you. Our culture is guided by six core values: Integrity, Service, Commitment, Teamwork, Trust, Communication. When you join Mission Fed, you'll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.

Requirements

Consumer loan processing experience
Cash-handling experience
Sales or cross-selling experience
Symitar experience

Nice To Haves

Cash handling experience.
Sales or cross-selling experience.
Experience in a retail banking or credit union environment.
Familiarity with Symitar.

Responsibilities

Deliver an Outstanding Member Experience: Welcome and assist members with professionalism and enthusiasm. Accurately process a variety of transactions, including deposits, withdrawals, loan payments, transfers, wire transfers, and more. Resolve member questions and provide personalized support. Educate members on digital banking tools and services that make managing finances easier.
Build Relationships & Identify Financial Solutions: Open new accounts and assist members with a variety of financial products. Process and fund consumer loan applications. Conduct meaningful conversations to understand members' needs and recommend beneficial solutions. Make follow-up calls to ensure member satisfaction and uncover additional opportunities to help. Contribute to branch sales and service goals through consultative conversations and referrals.
Support Branch Operations: Balance cash drawers and assist with end-of-day branch balancing activities. Prepare account and loan documentation while ensuring compliance with regulatory requirements. Maintain strong knowledge of Mission Fed products, services, policies, and procedures. Protect member information and uphold security standards at all times.
Be a Team Leader: Share best practices and mentor Tellers and USR I team members. Participate in branch meetings, sales initiatives, community events, and business development activities. Collaborate with teammates to create an exceptional member experience.