Member Financial Success Advisor
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-08-29
Listing for:
MONTERRA CREDIT UNION
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Bank Customer Service
Job Description & How to Apply Below
Monterra Credit Union is seeking a full-time Financial Services Advisor at the San Mateo branch to help members with deposit and loan products, profile needs, and process transactions with accuracy. You’ll promote credit union services and participate in community outreach.
The role emphasizes collaboration, compliance with banking regulations, and cross-servicing goals in a member-focused team environment.
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