Rancho Bernardo - Relationship Banker
Listed on 2026-09-21
-
Finance & Banking
Bank Customer Service, Financial Sales, Loan Officer / Lending
Branch Network
- Rancho Bernardo, 11868 Rancho Bernardo Road, San Diego, California, United States of America
Posted Friday, August 7, 2026 at 7:00 AM
Relationship Banker
Compensation:$23.00 - $26.00 per hour, plus incentives
Pay Grade: 7N
Actual compensation within this range will bedeterminedby factors including experience, qualifications, skills, internal equity, and other job-related considerationspermittedby 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:
When you join Mission Fed,you'llbecome part of an award-winning organization that invests in its people, supports professional growth, andremainsdeeply connected to the communities we serve.
What We Offer
- Competitive compensation
- 18 daysof PTO during your first year
- 12 paid holidays annually
- Full 6% 401(k) match
- Comprehensive medical, dental, and vision coverage
- Life insurance andadditionalvoluntary benefits
- Employee wellness resources, including an on-site gym
- 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'recommitted to creating a workplace where…
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