Financial Wellness Advisor & Personal Banker

Patelco Credit Union; Berkeley (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) with employer match

Paid holidays and PTO

Job summary

Patelco Credit Union in Berkeley seeks a Personal Banker (Member Solutions Specialist) to elevate the member experience with exceptional service. You will help members open new accounts, offer credit cards, Money Market/CDs, and consumer and home loans to support their goals.

Join a team focused on service, financial literacy, and technology. You will work with experts to recommend products, train staff, and ensure compliance with banking regulations while helping members achieve financial

Qualifications

• 3–5 years in financial services or sales-oriented environment.
• Eligible for NMLS, Medallion, and Notary certifications.
• Excellent verbal, written, and social communication skills.
• Professional and adaptable; able to work evenings and Saturdays.
• Bachelor's degree in business, finance, or related field preferred.

Responsibilities

• Provide best-in-class service to members through prompt, courteous interactions.
• Act as subject matter expert on accounts, products, and consumer lending processes.
• Assist members with complex transactions and proactive follow-up.
• Open new accounts, offer credit cards, loans, and other products.
• Understand and comply with applicable laws and Patelco policies.

Skills

Customer service

Communication

Professionalism

Self-starter

Education

Bachelor's degree in business/finance or related field

Tools

Microsoft Office

Job description

Patelco Credit Union in Berkeley seeks a Personal Banker (Member Solutions Specialist) to elevate the member experience with exceptional service. You will help members open new accounts, offer credit cards, Money Market/CDs, and consumer and home loans to support their goals.

Join a team focused on service, financial literacy, and technology. You will work with experts to recommend products, train staff, and ensure compliance with banking regulations while helping members achieve financial