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  • Financial Services Representative - Redwood City - Monterra Credit Union

    Monterra Credit Union
    Monterra Credit Union Redwood City

    4 weeks ago

    Default job background
    Description

    Monterra Credit Union seeks a Financial Services Representative to provide exceptional member service in our dynamic organization. We value collaboration, forward-thinking, and giving back.

    Job Summary

    This role is responsible for providing members with a variety of transactions, including deposits, withdrawals, and cashing checks. The ideal candidate will possess a broad knowledge of financial products and services, with excellent communication and interpersonal skills.

    Key Responsibilities

    • Provide prompt, courteous, and friendly member service.
    • Securely handle member transactions and maintain accurate records.
    • Maintain control of assigned cash reserves and negotiable items.
    • Offer general information and instruction on credit union products, services, and policies.
    • Cross-sell all products and services.

    Requirements

    • Some cash handling experience required.
    • Minimum six months experience as a teller or one-year experience in a financial institution preferred.
    • Excellent member service skills mandatory.
    • Broad knowledge of financial products and services required.

    Benefits

    We offer an excellent salary and benefits package, including starting pay of $20.00 - $22.00 per hour, bilingual pay incentives, semi-annual bonuses, medical and dental insurance, 401(k) with matching contributions, and more.

    Working Conditions

    The physical demands of this role include frequent sitting, standing, reaching, walking, talking, bending, and constant use of hands. Occasional lifting up to 5 pounds may be required. Overtime may occasionally be necessary.


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Financial services representative