Financial Services Representative (Part-Time)

Part-time - Entry Level

Half Moon Bay, CA

About the position

Monterra Credit Union is seeking a part-time Financial Services Representative who possesses a broad knowledge of financial products and services. This role is integral to our commitment to providing outstanding member service both internally and externally. As a community-centric and growth-oriented financial institution located in the heart of the Bay Area, we prioritize teamwork and collaboration. We are dedicated to investing in the success of our members and the community by giving back and making financial services more accessible. Our organization values diversity, equity, and inclusion, recognizing the importance of varied backgrounds and experiences in fostering a successful workplace. If you are someone who values collaboration, forward-thinking, and community service, we would love to discuss this opportunity with you. In this position, you will perform assigned cash handling duties associated with processing member transactions and inquiries. You will be responsible for providing accurate and efficient member service on the Teller line, which includes handling deposits, withdrawals, cashing checks, posting loan payments, and selling negotiable items. You will also serve as a primary source for handling member inquiries and requests, including the processing of new membership accounts. A thorough knowledge of all Credit Union products and services is essential, as you will need to discuss their features and benefits with members. The role requires you to maintain security and balance of assigned cash reserves and negotiable items at all times, ensuring compliance with Credit Union policies. You will also provide general information and instruction regarding Credit Union products, services, and policies, and may assist in opening new accounts and handling requests related to deceased accounts and fraud situations. Your service will align with the Credit Union's mission of delivering relevant products, services, and education tailored to help our members achieve their financial goals.

Responsibilities

• Perform assigned cash handling duties associated with processing member transactions and inquiries.
• Provide accurate and efficient member service on the Teller line, including deposits, withdrawals, cashing checks, and posting loan payments.
• Handle member inquiries and requests, including processing new membership accounts.
• Maintain security and balance of assigned cash reserves and negotiable items at all times.
• Provide general information and instruction regarding Credit Union products, services, and policies.
• Cross-service all products and services offered by the Credit Union.
• Open new membership, checking, money market, investment certificate, IRA, Trust, and Uniformed Transfer to Minor Accounts.
• Comply with applicable laws and regulations, including the Bank Secrecy Act and the Patriot Act.
• Deliver service that aligns with the Credit Union's mission of helping members achieve their financial goals.

Requirements

• Minimum six months experience as a teller or one year experience in a financial institution is preferred.
• Excellent member service skills are mandatory.
• Basic knowledge of financial products and services is required.
• Strong organization, analytical, interpersonal, and communication skills are necessary.
• Strong cross-servicing skills are essential.
• High levels of thoroughness and accuracy are required.
• Proficiency in the use of a PC with Windows-based programs is necessary.
• Ability to speak fluently in Spanish and English is preferred.

Nice-to-haves

• Bilingual pay incentives for English/Spanish or English/Tagalog speakers.
• Experience in cash handling is beneficial.

Benefits

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance