Monterra Credit Union · 17 hours ago
Financial Services Representative
South San Francisco Branch - South San Francisco, CA 94080
Full-time
Onsite
New Grad, Entry Level
$20/hr - $22/hr
0+ years expMonterra Credit Union is a community-centric and growth-oriented financial institution located in the heart of the Bay Area. The Financial Services Representative role involves performing cash handling duties and providing efficient member service, including processing transactions and addressing inquiries related to credit union products and services.
BankingFinanceFinancial Services
Responsibilities
Provides members with a variety of member transactions. Renders prompt, courteous and friendly member service
Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy
Maintains control of assigned keys, and assists with dual custody controls as needed
Provides general information and instruction to the membership regarding credit union products, services and policies. Cross-services all products and services
May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations
Performs other related duties as assigned by the immediate supervisor
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
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
Qualification
Required
Some cash handling experience is required
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
Preferred
Minimum six months experience as a teller or one-year experience in financial institution is preferred
Ability to speak fluently in Spanish and English is preferred
Benefits
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!
Company
Monterra Credit Union
Why Work at Monterra Credit Union? We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Annie Knight
Executive Assistant To Chief Executive Officer
Company data provided by crunchbase