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If so, we’d love to talk with you about Monterra Credit Union’s Financial Services Advisor 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
Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions, inquiries, and daily branch operations. Responsible for assisting with Business Development efforts within the community as assigned.
PRIMARY RESPONSIBILITIES
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.
Apply Now for Consideration!
Monterra Credit Union is an Equal Opportunity Employer.
Other
$53k-69k (estimate)
05/05/2024
07/04/2024
The job skills required for Financial Services Advisor include Financial Services, Decision Making, Collaboration, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Services Advisor positions, which can be used as a reference in future career path planning. As a Financial Services Advisor, it can be promoted into senior positions as an Associate Financial Aid Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Advisor. You can explore the career advancement for a Financial Services Advisor below and select your interested title to get hiring information.