Member Solutions Banker - Elevate Members’ Financial Health

Patelco; Danville (CA); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) with employer match

Tuition reimbursement

PTO and paid holidays

Employee Assistance Program (EAP)

Job summary

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in Danville, CA to deliver exceptional member service and guidance on accounts, loans, and mortgage options.

You will open new accounts, discuss credit products, and help members build financial health through proactive needs assessments and tailored recommendations. Flexible scheduling including evenings and Saturdays is expected.

Qualifications

• Minimum 3-5 years in financial services or a sales-oriented environment.
• Eligibility for NMLS, Medallion, and Notary certifications.
• Excellent verbal, written, and social communication skills.
• Willing and able to travel; evenings and Saturdays may be required.

Responsibilities

• Provide best-in-class service to members through prompt, courteous interactions.
• Serve as subject matter expert in products, new accounts, and consumer lending processes.
• Assist members with complex transactions and ensure needs are met through proactive follow-up.
• Conduct interviews for loans and new accounts and submit applications as needed.
• Advise members on debt management, mortgages, and overall financial well-being.
• Engage members in financial health evaluations and recommend appropriate products.

Skills

Communication

Customer service

Sales

Professionalism

Time management

Education

Bachelor's degree in business/Finance

NMLS/Medallion/Notary certifications eligibility

Tools

Microsoft Office

Job description

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in Danville, CA to deliver exceptional member service and guidance on accounts, loans, and mortgage options.

You will open new accounts, discuss credit products, and help members build financial health through proactive needs assessments and tailored recommendations. Flexible scheduling including evenings and Saturdays is expected.