Financial Services Representative

5 days ago


Redwood City, California, United States Monterra Credit Union Full time
Job Title: Financial Services Representative

We are seeking a highly skilled and experienced Financial Services Representative to join our team at Monterra Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, handling cash transactions, and promoting our financial products and services.

Key Responsibilities:
  • Provide prompt, courteous, and friendly member service
  • Process member transactions, including deposits, withdrawals, and cashing checks
  • Responsible for the security and balancing of assigned cash reserves and negotiable items
  • Provide general information and instruction to members regarding credit union products, services, and policies
  • Cross-sell and promote our financial products and services
Requirements:
  • Minimum six months experience as a teller or one-year experience in a financial institution
  • Excellent member service skills and basic knowledge of financial products and services
  • Strong organization, analytical, interpersonal, and communication skills
  • Ability to speak fluently in Spanish and English
What We Offer:
  • Competitive salary and benefits package
  • Bilingual pay incentives
  • Semi-annual bonuses for meeting key financial and operational goals
  • Medical, dental, vision, life, and long-term disability insurances
  • 401(k) with generous matching contributions
  • Discounts on financial products and services

Monterra Credit Union is an equal-opportunity employer. We value diversity, equity, and inclusion and are committed to creating a workplace that is welcoming and inclusive for all employees and members.



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