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
Provides excellent member service, carrying out the member service standards with each member
Effectively manages branch walk-in log via TimeTrade
Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs.
Performs other related duties as assigned by the immediate Supervisor or Branch Manager.
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.
Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Serves as the initial source of information on membership eligibility and San Mateo Credit Union products and services. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.
Are you a San Mateo County Community College student looking for valuable workplace experience?
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 Temporary part-time Financial Services Representative (Summer Employee) 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.
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.