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Client Financial Advisor

2 months ago

South San Francisco, California, United States Monterra Credit Union Full time
Join Our Team as a Client Financial Advisor

Are you well-versed in a variety of financial solutions and services? Do you aspire to be part of a team-oriented organization that prioritizes exceptional service for its members, both internally and externally? If you are looking for a dynamic workplace that fosters collaboration and teamwork, we invite you to explore the opportunity with Monterra Credit Union.


Located in a vibrant community, Monterra Credit Union is dedicated to supporting the growth and success of our members and the community at large. We are committed to enhancing the lives of our members by simplifying their financial journeys and investing in their potential.


Diversity, Equity, and Inclusion are fundamental to our mission, and we celebrate the unique backgrounds and experiences that each individual brings to our organization. If you are passionate about collaboration and making a positive impact, this could be the right fit for you.


COMPENSATION & PERKS

At Monterra Credit Union, we recognize the importance of our employees and offer a competitive salary and benefits package:

  • Starting hourly wage of $22.00, commensurate with experience
  • Bilingual incentives available (English/Spanish or English/Tagalog)
  • Bonuses awarded semi-annually for achieving key financial and operational targets
  • Comprehensive Medical, Dental, Vision, Life, and Long-Term Disability insurance
  • 401(k) plan with generous matching contributions
  • Discounts on various financial products and services
  • Paid time off, tuition reimbursement, and additional benefits

ROLE OVERVIEW

The Client Financial Advisor is responsible for executing cash handling tasks related to member transactions and inquiries. This role requires providing accurate and efficient service at the Teller line, including:

  • Processing deposits, withdrawals, and check cashing
  • Posting loan payments and selling negotiable items
  • Receiving and disbursing cash

As a primary point of contact, you will assist members with inquiries, requests, and the processing of new transactions, including new membership accounts. A comprehensive understanding of all Credit Union products and services is essential, enabling you to effectively communicate their features and benefits to our members.


KEY RESPONSIBILITIES
  • Deliver a range of member transactions with prompt, courteous, and friendly service.
  • Maintain security and balance of assigned cash reserves and negotiable items at all times.
  • Ensure compliance with Credit Union policies regarding cash levels and key controls.
  • Provide general information and guidance to members regarding Credit Union products, services, and policies.
  • Facilitate the opening of new accounts and manage requests related to deceased accounts and fraud situations.

Additional duties may be assigned by your supervisor as needed. Compliance with applicable laws and regulations, including the Bank Secrecy Act and the Patriot Act, is mandatory.


PHYSICAL REQUIREMENTS

The physical demands and work environment characteristics described are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities.

While performing the duties of this position, employees may be required to engage in frequent physical activities, including sitting, standing, reaching, walking, talking, bending, and constant use of hands. Occasionally, employees may need to lift and/or move up to 5 pounds and may work overtime as necessary.


We look forward to discussing this opportunity with you.


Monterra Credit Union is an Equal Opportunity Employer.