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Description
If so, we’d love to talk with you about Monterra Credit Union’s full-time Lead 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 :
POSITION SUMMARY
Responsible to perform a wide variety of complex duties. Provides working leadership and guidance to all Financial Services Representatives through assignment of duties, scheduling, and coordination.
Renders technical support, while checking on progress and reviewing results. Provides primary training to tellers, acts as Department Lead and in the capacity of Supervisor in his / her absence.
PRIMARY RESPONSIBILITIES
Carries out the member service standards with each member and ensures that the Tellers are doing the same.
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.
Monterra Credit Union is an Equal Opportunity Employer.
Qualifications
Last updated : 2024-05-03
Full Time
Banking
$45k-59k (estimate)
01/31/2024
05/22/2024
smcu.org
REDWOOD CITY, CA
200 - 500
1952
BARRY JOLETTE
$10M - $50M
Banking
Why Work at SMCU? Our culture is unique and sets us apart! We strive to put our members first, and pride ourselves in providing the highest standard of individualized service. Our employees are our greatest asset and the key to success. To reflect their value, we are committed to maintaining excellent work practices, outstanding benefits, and opportunities for growth. Whether youre just starting your career, or a seasoned professional, you will find that we offer rewarding job opportunities designed to challenge professional skills and fulfill personal goals in a fun and friendly environment. ...Excellent Benefits: Medical, Dental, Vision, Life and Long-Term Disability Insurances 401(k) including generous matching contributions Employee Loan discounts Semi-annual bonuses for meeting key financial and operational goals Generous paid time off and holidays Flexible Spending Accounts Wellness program Tuition reimbursement and other development opportunities Much more! More About Us: Founded in 1952, San Mateo Credit Union is a not-for-profit, member-owned financial institution committed to the financial wellness of its members and economic vitality of the communities it serves. SMCU is dedicated to supporting local organizations and efforts that improve the quality of life for all San Mateo County residents. In addition to providing competitive financial products, digital access, and education, SMCU invests in local nonprofits and small businesses through grants, PPP loans, scholarships, and volunteerism. Learn more at smcu.org
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The job skills required for Financial service representative include Cash Handling, Products and Services, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial service representative. Select any job title you are interested in and start to search job requirements.
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Be very, very careful when selecting a financial services representative.
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