MONTERRA CREDIT UNION
Monterra Credit Union is seeking a Financial Services Advisor to serve as a primary point of contact for member inquiries and transaction processing. The role involves conducting new account and loan interviews, profiling member needs, and recommending appropriate financial products and services. This position also includes cash handling duties, supporting branch operations, and assisting with community business development efforts.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for MONTERRA CREDIT UNION.
4% below the average for this role
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