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Financial Services Advisor (45351)

Company: San Mateo Credit Union
Location: Palo Alto
Posted on: June 7, 2021

Job Description:

Do you possess a broad knowledge of financial products and services? 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 Financial Services Advisor (Personal Banker I ) Position! Located in the heart of the Bay Area, San Mateo Credit Union is a community-centric and growth-orientated organization that is one of the most unique and special providers of financial products, services and education in the area. We recently surpassed $1 billion in assets and are experiencing record-breaking performance results. Our future is bright with promise! 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 Provides assistance to new and existing members with regard to all Credit Union products and services (includes all deposit products, lending products and investment opportunities available). Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals. Assists with Business Development efforts within the community Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined. Possesses thorough knowledge of Credit Union loan policies, regulations, credit granting criteria, documentation required for each loan type, including DMV and ancillary products. Opens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. 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. Within established guidelines and procedures, performs work requiring the use of judgment and discretion in making decisions to satisfy member needs. Recommends alterations or revisions to department policies and procedures as needed. Performs other related duties as assigned by the Branch Lead or Manager. Provides service that aligns with SMCU s Culture2 philosophy: We improve people s lives, we solve problems when others won t and what s best for you comes first for us. 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 accommodate 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 must occasionally work before/after the regular work shift. These activities are not necessarily performed to the same degree and combination every day. FANTASTIC BENEFITS! SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary: Medical, Dental, Vision, Life, and Long-Term Disability Insurances! 401(k) including generous matching contributions! Semi-annual bonuses for meeting key financial and operational goals! Discounts on financial products and services, including loans! Paid time off, tuition reimbursement, and much more! Apply Now for Consideration! San Mateo Credit Union is an Equal Opportunity Employer. Qualifications Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations. Possess strong organization, analytical, interpersonal, service and communication skills Provide high levels of thoroughness and accuracy Possess strong cross-servicing skills Must have knowledge of PC Windows-based programs (Excel, Word, and e-mail). Experience with attending community events and developing community relationships Ability to speak fluently in Spanish is a plus.

Keywords: San Mateo Credit Union, Palo Alto , Financial Services Advisor (45351), Other , Palo Alto, California

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