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Member Services Financial Advisor

Job in Temecula, Riverside County, California, 92591, USA
Listing for: San Diego County Credit Union
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Member Services Financial Advisor I

San Diego County Credit Union is seeking a Financial Service Representative I to assist members with opening accounts, securing loans, and deepening relationships through tailored Credit Union products and services. The role emphasizes accurate information, quality service, and adherence to Credit Union policies.

You will interview members to assess needs, offer solutions, record interactions, and support AML/BSA compliance while maintaining a professional appearance and demeanor.

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