Bilingual Financial Services Specialist

MONTERRA CREDIT UNION; California (MO); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Long-Term Disability

401(k) with match

Paid time off

Tuition reimbursement

Job summary

Monterra Credit Union in San Mateo, CA seeks a full-time Financial Services Representative to handle teller transactions and deliver exemplary member service. You will process deposits, withdrawals, loan payments, and new accounts with accuracy and product knowledge.

Located in the Bay Area, Monterra Credit Union emphasizes collaboration, diversity and community impact. Bilingual English/Spanish or English/Tagalog is preferred, with a comprehensive benefits package and performance bonuses.

Qualifications

• Some cash handling experience is required.
• Minimum six months experience as teller or one-year experience in financial institution is preferred.
• Excellent member service skills are mandatory.
• Basic knowledge of financial products and services is required.
• Possess strong organization, analytical, interpersonal, and communication skills.
• Possess strong cross-servicing skills.
• Provide high levels of thoroughness and accuracy.
• Must be proficient in the use of a PC with Windows-based programs.
• Ability to speak fluently in Spanish and English is preferred.

Responsibilities

• Provides members with a variety of member transactions. Renders prompt, courteous and friendly member service.
• Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy.
• Maintains control of assigned keys, and assists with dual custody controls as needed
• Provides general information and instruction to the membership regarding credit union products, services and policies. Cross-services all products and services.
• May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
• Performs other related duties as assigned by the immediate supervisor.
• 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.

Skills

Cash handling

Member service

Financial products knowledge

Bilingual (Spanish)

Attention to detail

PC Windows

Job description

Monterra Credit Union in San Mateo, CA seeks a full-time Financial Services Representative to handle teller transactions and deliver exemplary member service. You will process deposits, withdrawals, loan payments, and new accounts with accuracy and product knowledge.

Located in the Bay Area, Monterra Credit Union emphasizes collaboration, diversity and community impact. Bilingual English/Spanish or English/Tagalog is preferred, with a comprehensive benefits package and performance bonuses.