Carmel Mountain Ranch - Senior Relationship Banker
Listed on 2026-02-01
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Finance & Banking
Banking & Finance, Bank Customer Service
Overview
Carmel Mountain Ranch - Senior Financial Services Representative
Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future?
How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details.
Responsibilities- Take good care of our members because they are everything to us.
- Senior Relationship Bankers actively work on the platform opening new accounts, opening new shares for existing members, processing and funding all consumer loan applications, and processing real estate applications.
- Interview potential and existing members to determine appropriate products and services which will meet their financial needs.
- Accurately process routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
- May act in the capacity of a supervisor in the absence of a manager. Assist Management with branch opening, processing of branch certifications (monthly, quarterly, yearly), and organizing outbound activities including phone calls to seek additional growth opportunities for the branch.
- At least 3 years of financial institution experience, and at least 1 year of experience opening new accounts and processing loan applications, including real estate applications.
- Ability to actively cross-sell products & services.
- Maintain the confidentiality of member information.
- Great team
- Professional yet relaxed environment
- Training to advance your career
- 18 days of PTO in the first year plus 12 holidays
- 6% 401(k) match
- Full benefits package including medical, dental, vision, life insurance, etc.
Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives. Actual base pay within this range will be determined by several components including relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.
Your privacy is important. The California Consumer Privacy Act (CCPA) / California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used.
Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.
- Seniority level:
Mid-Senior level - Employment type:
Full-time - Job function:
Finance and Sales - Industries:
Banking
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