Financial Services Representative

About the role

Monterra Credit Union is a community-centric and growth-oriented financial institution located in the heart of the Bay Area. The organization values diversity, equity, and inclusion and thrives on teamwork and collaboration.

Responsibilities

• Performs assigned cash handling duties associated with the processing of member transactions and inquiries.
• 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.

Requirements

• Some cash handling experience is required.
• Minimum six months experience as a teller or one-year experience in 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 highly preferred.

Qualifications

• Knowledgeable of all Credit Union products and services with the ability to discuss features and benefits with members.

Skills

• Excellent member service skills.
• Strong organization, analytical, interpersonal, and communication skills.
• Strong cross-servicing skills.
• Proficient in the use of a PC with Windows-based programs.
• Ability to speak fluently in Spanish and English.

Benefits

• Starting pay of $20.00 - $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!

Pay

• $20.00 - $22.00 per hour depending on experience.

Schedule

• Not specified.