Financial Services Representative

MONTERRA CREDIT UNION•East Palo Alto, CA

16d•$22 - $25•Onsite

About The Position

Monterra Credit Union is seeking a full-time Financial Services Representative for its East Palo Alto Branch. This role involves performing cash handling duties, processing member transactions, and providing outstanding member service. The ideal candidate will have a broad knowledge of financial products and services and thrive in a collaborative, dynamic, and community-centric environment. Monterra Credit Union values diversity, equity, and inclusion, and is committed to the success of its members, employees, and the community.

Requirements

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.

Nice To Haves

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.

Responsibilities

Performs assigned cash handling duties associated with the processing of member transactions and inquiries.
Responsible for accurate and efficient member service on the Teller line inclusive of deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash.
Serves as a primary source to handle member inquiries, requests or processing of new transactions, including new membership accounts.
Knowledgeable of all Credit Union products and services with the ability to discuss features and benefits with members.
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.