Member Solutions Banker: Elevate Members' Financial Health

Patelco Credit Union; Dublin (CA); On-site; USD 37,000 - 61,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer match

Tuition reimbursement

Paid holidays

PTO for part-time and full-time

Job summary

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in California to elevate member experience by providing a range of product options, including new accounts, credit cards, and loans. You will directly assist members and apply your expertise across consumer lending and financial planning services.

The role requires 3–5 years of prior banking experience, strong communication skills, and eligibility for NMLS/Notary credentials.

Qualifications

• Minimum 3-5 years of prior experience as a teller and personal banker.
• Maintain eligibility for NMLS, Medallion, and Notary certifications.
• Excellent verbal, written, and social communication skills.
• Ability to be professional and understanding in all interactions.
• Willing and able to be flexible and adapt to changing job requirements.
• Bachelor's degree in business, Finance, or associated field preferred.

Responsibilities

• Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
• Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes.
• Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
• Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
• Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
• Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
• Support community relationships on an as-needed basis
• Adopt new and existing tools that will enhance the member experience and consultation process.
• Advocate member adoption of new technology, campaigns, promotions, and digital products.
• Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
• Be a resource to train new and existing team members as needed
• 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.
• Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
• Other duties as assigned.

Skills

Banking experience

Customer service

Communication skills

NMLS eligibility

Education

Bachelor's degree in business/finance

Job description

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in California to elevate member experience by providing a range of product options, including new accounts, credit cards, and loans. You will directly assist members and apply your expertise across consumer lending and financial planning services.

The role requires 3–5 years of prior banking experience, strong communication skills, and eligibility for NMLS/Notary credentials.