Financial Services Officer I

MyPoint Credit Union

. Serve as the primary contact for consumer and business members seeking financial solutions .

Posted 9/15/2026full-timeSan Diego • California • United StatesJunior💰 $25 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial solutions, relationship building, and exceptional member service, with a strong focus on compliance and community engagement. Proficient in utilizing technology and digital platforms to enhance customer interactions and streamline processes.

Highest-signal resume keywords

Financial Services ExperienceRelationship BuildingMortgage Loan Originator RegistrationMicrosoft Office ProficiencyNotary Public Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Needs AssessmentLoan ProcessingConsumer LendingSales TechniquesRegulatory Compliance

Soft Skills

Strong Communication SkillsOrganizational SkillsTime ManagementTeam CollaborationCustomer Service Orientation

Tools & Technologies

Digital PlatformsMobile ApplicationsFinancial Services Systems

Certifications & Qualifications

Mortgage Loan Originator RegistrationNotary Public Certification

Industry Keywords

Credit UnionBankingBusiness DevelopmentCommunity InvolvementRetail Sales

About the role

Key responsibilities & impact

Serve as the primary contact for consumer and business members seeking financial solutions
Build relationships by understanding member needs and providing exceptional service
Recommend deposit products, loan solutions, wealth management services, and insurance/protection products
Open new memberships and accounts while ensuring regulatory and policy compliance
Conduct financial needs assessments and loan interviews
Recommend lending and financial solutions based on member goals and circumstances
Process loan applications and maintain required documentation
Conduct outbound calls to members, prospects, and Select Employer Groups
Participate in community events, networking, and business development activities
Promote MyPoint Credit Union products and services to generate new business
Identify opportunities for referrals and additional services
Perform notary services as needed
Serve as Manager on Duty when the Branch Manager is absent
Support team initiatives, branch success, and assigned projects
When assigned to the call center, schedule appointments, assist with card services, review Remote Deposit Access requests, respond to digital inquiries, and support online and mobile banking
Follow applicable laws, regulations, policies, security procedures, and fraud-prevention requirements
Protect the confidentiality of member information

Requirements

What you’ll need

High school diploma or GED
Minimum one (1) year of financial services, banking, credit union, retail sales, or customer service experience
Demonstrated success in relationship building, sales, or business development
Experience using technology, mobile applications, and digital platforms
Strong verbal and written communication skills
Ability to identify member needs and recommend appropriate financial solutions
Demonstrated commitment to delivering exceptional member service
Current Mortgage Loan Originator (MLO) registration or the ability to obtain registration
Strong organizational and time management skills
Ability to work independently and collaboratively in a team environment
Proficiency with Microsoft Office applications and financial services systems
Credit union or banking experience preferred
Consumer lending experience preferred
Notary Public certification preferred
Community involvement, networking, or business development experience preferred

Benefits

Comp & perks

Collaborative and supportive work environment
Professional growth and development opportunities
Opportunity to develop new skills
Opportunity to make a meaningful impact on members' financial lives and the community
Equal Opportunity Employer workplace valuing diversity, equity, and inclusion