Bressi Ranch - Relationship Banker

Mission Federal Credit Union

Carlsbad, CAOn-siteContractor, Temporary
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Pay
$23 to $26
an hour
Location
Carlsbad, CA
Work style
On-site
Job type
Contractor, Temporary
Posted
Oct 15
4 days ago
Career path

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About the company

Mission Federal Credit Union

Banking · 501 to 1,000 employees

At Mission Federal Credit Union, we believe in people helping people —and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being. We're committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact.

Mission Federal Credit Union on LinkedIn

What you'll do

  • Build member relationships, open accounts, process consumer loans, recommend financial solutions, and resolve account questions.
  • Support branch sales and operations, including referrals, documentation, cash controls, compliance, and mentoring team members.

What you need

  • Requires a high school diploma, GED, or equivalent; 2+ years of experience in a financial institution or similar retail service environment; and at least 12 months of experience opening new accounts.
  • Requires computer proficiency and communication, organization, and customer service skills.
  • Education: a high school diploma

Key skills

Strong computer proficiencybusiness software applicationscommunicationorganizationcustomer serviceConsumer loan processingCash handlingSalesrelationship-buildingSymitar softwareNotary Public Commission

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Perks

  • 18 days of PTO
  • 12 paid holidays
  • 401(k) match
  • medical
  • dental
  • vision coverage
  • Life insurance
  • Employee wellness resources

See full description on company page, apply now

Read the full posting here
Relationship Banker On-Site | San Diego, CA Compensation: $23.00 - $26.00 per hour, plus incentives Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law. As a Relationship Banker, you'll serve as a trusted financial partner for our members, helping them navigate everything from opening new accounts to securing loans and finding solutions that support their financial goals. You'll combine outstanding service, financial expertise, and relationship-building skills to create exceptional member experiences every day. Why Mission Fed? 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. What We Offer Competitive compensation 18 days of PTO during your 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 An award-winning workplace culture What You'll Do Build Meaningful Member Relationships Welcome and engage members with professionalism and enthusiasm. Open new accounts and assist existing members with additional products and services. Process and fund consumer loan applications while supporting real estate loan applications. Identify members' financial needs and recommend solutions that help them succeed. Educate members on digital banking tools and services for greater convenience. Resolve account questions and provide personalized support to ensure member satisfaction. Drive Growth Through Trusted Recommendations Proactively identify opportunities to connect members with products and services that fit their needs. Generate referrals to business partners, including Investments and Auto Lending. Follow up with members to ensure a positive experience and ongoing support. Contribute to branch sales goals while maintaining a member-first approach. Support Branch Operations Prepare accurate documentation for accounts and loan products in compliance with regulatory requirements. Assist with end-of-day balancing activities, cash controls, and branch security procedures. Maintain compliance with all Credit Union policies, procedures, and federal regulations. Participate in branch meetings, community events, and business development initiatives. Mentor and support team members by sharing service and sales best practices. What You'll Bring Required Qualifications High School Diploma, GED, or equivalent. 2+ years of experience in a financial institution or similar retail service environment. At least 12 months of experience opening new accounts. Strong computer proficiency and experience using business software applications. Exceptional communication, organization, and customer service skills. Preferred Qualifications Consumer loan processing experience. Cash handling experience with a high degree of accuracy. Sales or relationship-building experience in a financial services environment. Experience with Symitar software. Notary Public Commission and/or Mortgage Loan Originator (MLO) certification (or willingness to obtain). Build a Career with Purpose At Mission Federal Credit Union, we believe in people helping people —and that starts with our Team Members. For more than 60 years, Mission Fed has proudly served San Diego, helping individuals, families, and businesses achieve financial well-being. We're committed to creating a workplace where people feel valued, supported, and empowered to make a meaningful impact. If you're looking for an opportunity to grow your career, make a meaningful difference, and contribute to an organization that values its people and its purpose, we'd love to hear from you. Apply today and help us create brighter financial futures for our members, our communities, and one another.

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