Senior Financial Services Representative

On-site Senior Relationship Banker role in Escondido, CA, focused on member service, account growth, and support for consumer and real estate lending workflows. Responsibilities Proactively greet and assist members to deliver exceptional, relationship-based service Open new accounts and add additional products for both new and existing members Process and fund consumer loan applications; assist with real estate loan applications Assess member needs and recommend suitable products and services Generate qualified referrals to business partners, including Investments and Auto Loan specialists Follow up with members via calls to confirm satisfaction and uncover additional support opportunities Promote digital banking solutions and educate members on self-service tools Resolve account inquiries by completing account research and follow-up as needed Meet or exceed individual and branch sales and referral goals consistently Support branch sales initiatives, community events, and business development activities Act as a resource and mentor to Tellers, Universal Service Representatives, and Financial Services Representatives Provide supervisory overrides and support while helping minimize risk and maintain compliance Share best practices and reinforce service and sales standards May serve in a supervisory capacity when branch management is absent Prepare account and loan documentation in line 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 Requirements Education: High School Diploma, GED, or equivalent Experience: Minimum of 3 years in a bank, credit union, or financial institution Loan/account experience: At least 12 months opening new accounts and processing or referring loan applications Proven success in sales, referrals, and relationship building Computer skills: Intermediate skills, including Microsoft Office Strong communication, organization, and time-management abilities Ability to multitask and adapt in a fast-paced, member-focused environment Preferred Qualifications 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 Ability to obtain Mortgage Loan Originator (MLO) registration within one year of hire Technologies Microsoft Office Benefits Competitive compensation: USD 26 to 33 per hour 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 Award-winning workplace culture #J-18808-Ljbffr MISSION FEDERAL CREDIT UNION