Customer Service Phone Representative (Temp to Hire)

Patelco Credit Union

Modesto, Merced (CA, CA)

On-site

USD 25,000 - 36,000

Full time

6 days ago

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Benefits offered by this job

Medical, dental, vision benefits

401(k) with employer match

Competitive compensation with bonus

Job summary

Patelco Credit Union in Modesto, CA is seeking a temporary/contract phone representative with potential to convert to full-time. The role delivers outstanding service to members via calls, chats, and emails while maintaining knowledge of Patelco products, fees, policies, and procedures.

You will assist with account and loan inquiries, process payments and transfers, help with online banking issues, and identify opportunities to improve members’ financial wellbeing.

Qualifications

One or more years of customer service experience (preferably financial institutions or contact centres).
Bilingual (English/Spanish) skills are a plus.
Strong commitment to consistent attendance and punctuality.

Responsibilities

Deliver exceptional service to both internal and external members, in alignment with the credit union’s mission, vision, and values.
Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures.
Assist members with phone inquiries on accounts and loans.
Process member requests over the phone such as payments and transfers.
Actively listen and seek to understand member financial needs, questions and concerns.
Notate systems of record for each interaction and create service requests as needed.
Help members with troubleshooting basic online banking and mobile errors/issues including user ID and password resets.
Identify needs and offer products and services that improve the financial well-being of our members.
Understand and comply with all applicable federal and state laws and banking regulations (including OFAC and Bank Secrecy Act / Anti-Money Laundering) and Patelco policies.

Skills

Customer service

Bilingual English/Spanish

Attendance reliability

Education

HS Diploma/GED

Job description

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

Our phone representatives are passionate about providing superior service and financial solutions via calls, chats and emails. They demonstrate genuine compassion and care for our members and respect every member’s journey towards financial health. The primary purpose of this role is to deliver outstanding service to both internal and external (customers) members via the phone.

Temporary/Contract position that could lead to Full-Time employment with us!

Our Class Start Date is October 5th, 2026.

Responsibilities

What will you do?

Deliver exceptional service to both internal and external members, in alignment with the credit union’s mission, vision, and values.
Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures.
Assist members with phone inquiries on accounts and loans.
Process member requests over the phone such as payments and transfers.
Actively listen and seek to understand member financial needs, questions and concerns.
Notate systems of record for each interaction and create service requests as needed.
Help members with troubleshooting basic online banking and mobile errors/issues including user ID and password resets.
Identify needs and offer products and services that improve the financial well-being of our members.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
Other duties as assigned

Qualifications

One or more years of customer service experience (preferably financial institutions or contact centres).
Ability to work flexible hours within Hours of Operation of Monday-Friday 7:30AM-7:00PM and Saturdays 7:30AM-4:00PM Pacific (Saturday rotation available)
Bilingual (English/Spanish) skills are a plus
Have strong customer service skills.
Strong commitment to consistent attendance and punctuality.
Be proficient on PC, MS Office Products, and email
Business professional verbal and written communication skills.
Be detail oriented, well organized, a team player, and self‑starter
Ability to work efficiently in a fast‑paced call center
Minimum of a HS Diploma/GED

Target Base Pay

$22 / hour

Compensation at Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

If converted to a Full-Time Patelco employee, Patelco offers:

Physical Health