Lead Financial Services Representative

3 weeks ago

East Palo Alto CA, United States Monterra Credit Union Full time

Do you have a minimum of 3 years of experience as a Teller with a financial institution with 1 year of experience as a Head Teller, Lead or Supervisor?
D o you possess a broad knowledge of financial products and services?
If so, we’d love to talk with you about Monterra Credit Union’s full-time Lead Financial Services Representative Position

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

00 per hour depending on experience
Bilingual pay incentives (English/Spanish or English/Tagalog)
Semi-annual bonuses for meeting key financial and operational goals
Medical, Dental, Vision, Life, and Long-Term Disability insurances
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more



Provides working leadership and guidance to all Financial Services Representatives through assignment of duties, scheduling, and coordination. Renders technical support, while checking on progress and reviewing results. Provides primary training to tellers, acts as Department Lead and in the capacity of Supervisor in his/her absence.



Provides leadership and support to Teller staff in the handling of all member transactions. Service Standards.
Renders prompt, courteous and friendly member service. Handles complex member questions, complaints, transactions and errors, making adjustments accordingly. Carries out the member service standards with each member and ensures that the Tellers are doing the same.
Encourages the cross-servicing efforts of the Teller line to ensure assigned goals are met.
Be a champion on driving low value transactions from the teller line to our remote channels, ATMs, home banking and mobile app.
Performs monthly audits and reports all Operational deficiencies to the Operations Supervisor/Branch Manager immediately.
Ensures that the security and controls of the Operations Department are maintained in accordance to the Credit Union’s policies and limits.
Assists with personnel issues, such as feedback on employee performance, the disciplinary process, the preparation and dissemination of staff appraisals, and the application and interview process for potential Tellers.
Opens a teller window and runs a cash drawer, as necessary.
Performs other duties as assigned by the immediate supervisor.
Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.



Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee may occasionally work overtime.
Monterra Credit Union is an Equal Opportunity Employer.






Have minimum of 3 years as a teller with a financial institution with 1 year as head teller, lead or Supervisor
Possess a broad knowledge of financial products and services. Excellent member service skills are mandatory. Accurate in handling cash and recording daily transactions. Hands on experience with on-line computer systems.
Must possess strong leadership skills in guiding and directing the staff
Ability to speak fluently in Spanish is a plus.

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