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Temporary part-time Financial Services Representative (Summer Employee)

MONTERRA CREDIT UNION

Redwood City, CA

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JOB DETAILS
SKILLS
Automotive Financing, Bank Secrecy Act, Communication Skills, Credit Union, Disability Insurance, Diversity, English Language, Establish Priorities, Financial Services, Law Enforcement, Mortgage Lending, Multilingual, Organizational Skills, Physical Demands, Problem Solving Skills, Procedure Development, Regulations, Spanish Language, Tagalog Language, Team Player, USA PATRIOT Act
QUALIFICATIONS
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
RESPONSIBILITIES
  • 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.

     

    SALARY & BENEFITS

    Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

  • Rate of Pay is $20.00 per hour 
  • Bilingual pay incentives (English/Spanish or English/Tagalog)
  • 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!


     

    For this part-time Financial Services Representative position, we are looking for candidates that can work Mondays, Fridays and Saturdays. 

     

    POSITION SUMMARY

    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.

     

    PRIMARY RESPONSIBILITIES

  • 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.


     

    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.
LOCATION
Redwood City, CA
POSTED
9 days ago
Job DetailsJob Location: Redwood City Main Branch - Redwood City, CA 94063
  • 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.

     

    SALARY & BENEFITS

    Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

  • Rate of Pay is $20.00 per hour 
  • Bilingual pay incentives (English/Spanish or English/Tagalog)
  • 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!


     

    For this part-time Financial Services Representative position, we are looking for candidates that can work Mondays, Fridays and Saturdays. 

     

    POSITION SUMMARY

    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.

     

    PRIMARY RESPONSIBILITIES

  • 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.


     

    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
  • 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


About the Company

M

MONTERRA CREDIT UNION