Personal Financial jobs in San Diego, CA

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PERSONAL FINANCIAL REP I,II,III (TRI-CITY)

Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. Processes consumer and real estate loans. Ensures loan processing/documents are accur...

CompanyCalifornia Coast Credit
AddressOceanside, CA
CategoryEducation/Training
Job typeFull-Time
Date Posted 4 weeks ago See detail

Personal Financial Rep I,II,III (Tri-City)

California Coast Credit

Oceanside, CA

Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. Processes consumer and real estate loans. Ensures loan processing/documents are accur...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

San Diego, CA

Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Cross sell products and services to members by assisting or referring the member to an appropriate...

Financial Service Representative I/Personal Banker

San Diego County Credit Union

Poway, CA

$22.00 - $27.25 an hour

High school diploma or equivalent. One year of banking experience to include: knowledge of loan and account interviewing techniques, cross selling, upselling and/or referring products/services; or 2 years of relevant finance relat...