Member-Focused Financial Services Advisor
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-08-20
Listing for:
Monterra-Credit-Union
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below
Monterra Credit Union in San Mateo, CA seeks a full-time Financial Services Advisor to help members with deposits, loans, and investments. You will profile member needs, recommend products, and process transactions while maintaining cash controls.
The role emphasizes teamwork, community outreach, and compliance with financial regulations. Bilingual abilities are a plus and a competitive salary and benefits package are offered.
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