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Bank Customer Service Financial Sales

Personal Financial Advocate - Loans, Accounts & Service

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Cal Coast Credit Union
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services organization in San Diego is seeking a Personal Financial Representative to provide exceptional customer service while promoting financial products and services. Key responsibilities include processing loans and accounts, meeting sales goals, and ensuring compliance with policies. Candidates must have a high school diploma and relevant financial experience. Competitive hourly salary range from $21.00 to $31.52 based on experience.

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