Financial Services Representative

21 hours 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 Financial Services Representative, 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
  • Handle cash transactions, including deposits, withdrawals, and cashing checks
  • Process loan payments, sell negotiable items, and receive and disburse cash
  • Serve as a primary source for member inquiries, requests, and processing of new transactions
  • Knowledgeable of all Credit Union products and services, with the ability to discuss features and benefits with members
Requirements:
  • Some cash handling experience is required
  • Minimum six months experience as a teller or one-year experience in a financial institution is preferred
  • Excellent member service skills are mandatory
  • Basic knowledge of financial products and services is required
  • Possess strong organization, analytical, interpersonal, and communication skills
  • Possess strong cross-servicing skills
  • Provide high levels of thoroughness and accuracy
  • Must be proficient in the use of a PC with Windows-based programs
  • Ability to speak fluently in Spanish and English is a plus
What We Offer:
  • Starting pay of $22.00 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

Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.



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