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Lead Financial Services Representative

1 month ago

Redwood City, 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?
  • Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?

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. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.

 

SALARY & BENEFITS

Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

  • Starting pay of $28.00 - $32.00 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
  • 401(k) including generous matching contributions
  • Discounts on financial products and services, including mortgage and auto loans
  • Paid time off, tuition reimbursement, and much more

 

POSITION SUMMARY

Responsible to perform a wide variety of complex duties.  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.

 

PRIMARY RESPONSIBILITIES

  • Provides leadership and support to Teller staff in the handling of all member transactions. Trains new and existing employees in proper procedures, emphasizing the importance of WOW 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.

 

PHYSICAL DEMANDS

The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
  • Employee must occasionally lift and/or move up to 5 pounds.
  • Employee may occasionally work overtime.
  • These activities are not necessarily performed to the same degree and combination every day.

 

Apply Now for Consideration

Monterra Credit Union is an Equal Opportunity Employer.

Qualifications
  • 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.  Some college background is desirable (emphasis on business courses preferable).
  • Possess good written and verbal communication skills are a must.
  • Dependable, punctual and bondable
  • Must be highly organized and have the ability to devote attention to multiple tasks
  • 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
  • Must demonstrate flexibility in taking advantage of internal and external resources available.
  • Ability to speak fluently in Spanish is a plus.