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Financial Services Advisor - San Mateo, CA, United States - Monterra Credit Union
Description
Do you possess a broad knowledge of financial products and services?Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
If so, we'd love to talk with you about Monterra Credit Union's Financial Services Advisor Position
Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution.
We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential.
Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization.
Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: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
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more
Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services.
Provides assistance to new and existing members with regard to all Credit Union products and services (includes all deposit products, lending products and investment opportunities available).
Assists with Business Development efforts within the community
Processes loan requests, including applications, documentation and disbursal, when necessary.
Possesses thorough knowledge of Credit Union loan policies, regulations, credit granting criteria, documentation required for each loan type, including DMV and ancillary products.
Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations.
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.Recommends alterations or revisions to department policies and procedures as needed.
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.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Employee may occasionally work overtime.
Monterra Credit Union is an Equal Opportunity Employer.
Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.
Possess strong cross-servicing skills
Must have knowledge of PC Windows-based programs (Excel, Word, and e-mail).
Experience with attending community events and developing community relationships
Ability to speak fluently in Spanish is a plus.