Personal Financial Rep I-III: Growth & Cross-Sell

Posted today

california coast credit unionSan Diego (CA)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel Credit Unions

SENIORITY

Junior

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About the role

California Coast Credit Union in San Diego is hiring a Front-Line Personal Financial Representative to deliver exceptional member service and cross-sell financial products. You will open new accounts, process consumer and real estate loans, and ensure documentation is complete and accurate. The role supports member growth and cross-selling while maintaining a high level of compliance and quality service. We seek a candidate with strong communication, empathy, and problem-solving abilities who

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.