Personal Financial Rep -III Cross-Sell
Listed on 2026-10-10
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Financial Sales, Bank Customer Service
California Coast Credit Union in San Diego is hiring a Front-Line Personal Financial Representative to deliver exceptional member service and cross-sell financial products. You will open new accounts, process consumer and real estate loans, and ensure documentation is complete and accurate.
The role supports member growth and cross-selling while maintaining a high level of compliance and quality service. We seek a candidate with strong communication, empathy, and problem-solving abilities who
Step into the Personal Financial Rep I-III:
Growth & Cross-Sell role at California Coast Credit Union in San Diego, CA, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the Personal Financial Rep I-III:
Growth & Cross-Sell role in the description above.
We appreciate your interest in this position.
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