Skip to navigation

Job 25646


Job Title:
Financial Services Rep (Encinitas)

Direct Hire


A Credit Union in Encinitas seeks a Financial Services Representative on a direct hire opportunity! 


Using Automated Decision Systems, process loan applications and fund loans; establish new memberships and open new accounts.   Respond to member inquiries timely and accurately.  Actively promote, explain and cross-sell credit union products and services, and actively participate in all promotional/referral programs.  Develop, expand and retain member relationships.  Coordinate sales efforts with the appropriate department (Insurance, Financial Services, etc.) as needed.  Achieve assigned goals.  Conduct offsite visits to promote bank products and services.


  • Assumes responsibility for exceptional member service; adherence to all Regulatory/Compliance policies and ability to manage associated risk; accurate and timely input of all new account and loan information; provide regulatory disclosures to all members.
  • Provide exceptional member service.
  • Demonstrate extensive knowledge of credit union products, services, policies and procedures and refer our members’ appropriate products and services that will benefit their financial needs.
  • Comprehensive knowledge of lending products and regulations.
  • Accurately quote rates, terms and fees.  
  • Accurate and timely processing of loan applications, including Automated Decision Systems and any subsequent processes, associated with resulting decision.   Ensure all required forms are properly completed and signed.
  • Inform member of loan decision.  Timely and accurate funding of approved loans.  Provide required disclosures.
  • Follow-up on pending loans in the Branch queue on a daily basis, as assigned by Branch Manager or delegate.  Ensure comments are updated regularly and information is thorough.
  • Accurate and timely set-up of all account types and services including Payroll Deduction, Direct Deposit, ATM or Visa check card, etc.   Provide required disclosures.
  • Responsible for initiating retention effort on large withdrawals and account closeouts. Refer to Management staff for additional retention assistance.
  • Address and resolve member’s concerns and inquiries.
  • Coordinate interaction with other departments, as needed.
  • Control and safeguard assigned cash drawer, keys and combination.
  • Assumes responsibility for the promotion of credit union products and services and the attainment of all assigned sales goals.
  • Participate in all company's' promotion/referral programs and meet assigned sales goals.
  • Prepare and submit accurate sales tracking reports in a timely manner.
  • Identify member financial needs to maximize cross-sell opportunities.
  • Assumes responsibility for all other duties as required or assigned.


  • Provide exceptional member service.
  • Satisfactory attainment of sales goal
  • Effective planning and organizational skills.
  • Ability to meet deadlines.
  • Adherence to Teller Balancing Standards.
  • Commitment to corporate's policies and procedures, attendance standards.
  • Commitment to all other applicable laws and regulations.
  • Professional appearance and demeanor.
  • Positive interaction with members and credit union staff.


  • High School graduate; some college courses in business, finance preferred.
  • Proficient in MS Word and Excel.
  • Knowledge of regulations related to financial institutions.
  • 2 years customer service/sales experience in a financial institution.
  • 1 year + proven track record of sales in banking/financial institution.
  • Must be able to work some Saturday's and night calls.


On Call Staffing Solutions, Inc. is an Equal Opportunity Employer – Minority/Female/Disability/Veterans

Minimum Years of Experience:

Page 'Sub' Navigation:

Let's get started!

Register today and let On Call assist in your job search!

Register Now!

Get job matches on the go!

Receive new job alerts via text!

Sign Up For Alerts
Enter Username and Password, then Submit Employee Account Login: Need a login? or Forgot your password?

'For Employees' Navigation:

'For Employers' Navigation:

Site 'Primary' Navigation: