Financial Services Representative California
Company: San Mateo Credit Union
Location: Redwood City
Posted on: September 16, 2023
Do you possess a broad knowledge of financial products and
Would you like to work at a collaborative organization that thrives
on providing outstanding member service both internally and
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 San Mateo Credit Union's
full-time Financial Services RepresentativePosition!
Located in the heart of the Bay Area, San Mateo Credit Union is a
community-centric and growth-oriented financial institution. We
have a strong culture based on shared values of people helping
people and making a difference in the communities we serve. We are
committed to supporting each other, fostering a great member
experience, and having a positive impact on the financial lives of
our members, employees and communities. 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
SMCU reflects the value placed on employees by providing an
excellent salary and benefits package:
Starting pay of $20.00 - $22.00 per hour depending on
Bilingual pay incentives (English/Spanish or English/Tagalog)
Semi-annual bonuses for meeting key financial and operational
Medical, Dental, Vision, Life, and Long-Term Disability
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!
Performs assigned cash handling duties associated with the
processing of member transactions and inquiries. Responsible for
accurate and efficient member service on the Teller line inclusive
of the following transactions: deposits, withdrawals, cashing
checks, posting loan payments, selling negotiable items, and
receiving and disbursing cash. Serves as a primary source to handle
member inquires, requests or processing of new transactions,
including new membership accounts. Knowledgeable of all Credit
Union products and services with the ability to discuss features
and benefits with members.
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
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
Performs other related duties as assigned by the immediate
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.
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!
San Mateo Credit Union is an Equal Opportunity Employer.
Some cash handling experience is required.
Minimum six months experience as a 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
Possess strong cross-servicing skills.
Provide high levels of thoroughness and accuracy.
Must be proficient in the use of a PC with Windows-based
Ability to speak fluently in Spanish and English is preferred.
Keywords: San Mateo Credit Union, Redwood City , Financial Services Representative California, Sales , Redwood City, California
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