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Member-Focused Financial Advisor

Job in Menifee, Riverside County, California, 92584, USA
Listing for: Cal Coast Credit Union
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 28929 - 44083 USD Yearly USD 28929.00 44083.00 YEAR
Job Description & How to Apply Below

Cal Coast Credit Union in California is seeking an enthusiastic Personal Financial Representative to deliver exceptional service while cross-selling financial products. You will open new accounts, explain options, and help members build lasting relationships with the credit union.

This role emphasizes meeting sales and service goals, accurate documentation, and compliance with policies including BSA/AML. It requires strong communication, reliability, and teamwork in a friendly, employee-focused

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