Financial Services Representative

Location: Atherton
Posted on: June 23, 2025

Job 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? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we’d love to talk with you about Monterra Credit Union’s full-time Financial Services Representative 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. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: 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! POSITION SUMMARY 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 the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, 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. PRIMARY RESPONSIBILITIES 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. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications 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 preferred.

Keywords: , North Highlands , Financial Services Representative, Accounting, Auditing , Atherton, California