Temporary part-time Financial Services Representative (Summer Employee)

MONTERRA CREDIT UNION•Redwood City, CA

22d•Onsite

About The Position

Monterra Credit Union is seeking a Temporary part-time Financial Services Representative (Summer Employee) to join their team. This position is ideal for a San Mateo Community College student looking for valuable workplace experience. The role involves providing outstanding member service, both internally and externally, in a collaborative and dynamic organization. Monterra Credit Union is a community-centric and growth-oriented financial institution that values diversity, equity, and inclusion. They are committed to investing in people and the community by giving back and helping members achieve their financial potential.

Requirements

Must be organized with an ability to prioritize tasks and complete assignments in a fast-paced, independent manner.
Ability to communicate effectively over the telephone and face-to-face with members, prospects, and fellow employees.
A high degree of accuracy is required.
Willingness and ability to support other staff.
Must demonstrate flexibility in taking advantage of internal and external resources available.
Basic PC skills, including Windows and MS Office applications.

Nice To Haves

San Mateo Community College student

Responsibilities

Greet members and prospects in person and on the phone in a highly enthusiastic, efficient, and effective manner, exhibiting above and beyond service skills.
Serve as the initial source of information on membership eligibility and San Mateo Credit Union products and services.
Meet member needs, respond to inquiries, resolve member issues, and direct members in the branch and lobby to the appropriate employee for service.
Provide excellent member service, carrying out the member service standards with each member.
Effectively manage the branch walk-in log via TimeTrade.
Within established guidelines and procedures, perform work requiring judgment and discretion in making decisions to satisfy member needs.
Perform other related duties as assigned by the immediate Supervisor or Branch Manager.
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.
Provide service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help members, employees, and communities achieve their financial goals.