San Carlos - Senior Relationship Banker

On-Site | San Diego, CA

On-Site | San Diego, CA

$26.00 - $33.00 per hour, plus incentives

Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations permitted by law.

As a Senior Relationship Banker
, you’ll serve as a trusted financial resource for members by opening accounts, processing consumer loan applications, assisting with real estate lending opportunities, and recommending products and services that help members meet their financial goals. You’ll also provide leadership, mentoring, and operational support to branch team members while contributing to branch growth and success.

Our culture is guided by six core values:

• Integrity
• Service
• Commitment
• Teamwork
• Trust
• Communication

When you join Mission Fed, you’ll become part of an award-winning organization that invests in its people, supports professional growth, and remains deeply connected to the communities we serve.

• Competitive compensation
• 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
• An award-winning workplace culture

• Deliver exceptional service by proactively greeting and assisting members.
• Open new accounts and additional products for new and existing members.
• Process and fund consumer loan applications and assist with real estate loan applications.
• Analyze member needs and recommend appropriate financial products and services.
• Generate qualified referrals to business partners, including Investments and Auto Loan specialists.
• Conduct follow-up calls to ensure satisfaction and identify additional opportunities to support member needs.
• Promote digital banking solutions and educate members on available self-service tools.
• Resolve account inquiries and conduct account research as needed.
• Consistently meet or exceed individual and branch sales and referral goals.
• Participate in branch sales initiatives, community events, and business development activities.

• Serve as a resource and mentor to Tellers, Universal Service Representatives, and Financial Services Representatives.
• Provide supervisory overrides and support while helping to minimize risk and ensure compliance.
• Share best practices and reinforce service and sales standards.
• May act in a supervisory capacity in the absence of branch management.

• Prepare account and loan documentation in accordance 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 all required compliance and professional development training.

• High School Diploma, GED, or equivalent.
• Minimum 3 years of experience in a bank, credit union, or financial institution.
• At least 12 months of experience opening new accounts and processing or referring loan applications.
• Demonstrated success in sales, referrals, and relationship building.
• Intermediate computer skills, including Microsoft Office.
• Strong communication, organizational, and time-management skills.
• Ability to multitask and adapt in a fast-paced member-focused environment.

• 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.

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…