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Member-Focused Financial Advisor — Personal Banking

Job in San Diego, San Diego County, California, 92189, USA
Listing for: California Coast Credit Union
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Bank Customer Service, Retail Banking
Salary/Wage Range or Industry Benchmark: 29000 - 44000 USD Yearly USD 29000.00 44000.00 YEAR
Job Description & How to Apply Below

California Coast Credit Union in San Diego, CA is seeking a Personal Financial Rep I, II or III (Clairemont) to deliver exceptional member service with a focus on cross-selling financial products. This full-time role involves opening new accounts, processing loans, and maintaining compliance with policies and BSA/AML standards.

The position supports branch operations, may serve as a back-up to other roles, and requires strong communication, detail-orientation and reliability to achieve sales and

This opening is for the Member-Focused Financial Advisor — Personal Banking role at California Coast Credit Union.

We appreciate your interest in this position.

Join California Coast Credit Union and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Member-Focused Financial Advisor — Personal Banking role at California Coast Credit Union, based in San Diego, CA, United States.

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