Member Solutions Banker | Financial Wellness Advocate

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Match

Paid Holidays

Paid Time Off

Employee Assistance Program

Job summary

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in California. You will help members open new accounts, offer credit cards, loans, and mortgage options while delivering exceptional service.

The role requires 3–5 years in financial services or sales, NMLS/Notary eligibility, and a strong focus on financial health coaching. Some evenings and Saturdays are required. Travel may be needed.

Qualifications

• Minimum 3-5 years of prior experience in financial services or a sales-oriented environment required.
• 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.
• Ability to operate as a self-starter with strong organizational skills.
• Passion for providing exceptional service, Integrity, and Resourcefulness.
• Eagerness to learn and a drive for continuous improvement.
• Savvy with PCs, email, and proficient in all Microsoft Office suite of products.
• Some evenings and Saturdays are required.
• Must be willing to travel.
• Bachelor's degree in business, Finance, or associated field preferred.

Responsibilities

• Offer best-in-class service to our members through prompt, efficient 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 needs are met through proactive follow-up.
• Build our members' financial health through interviews for loans and accounts and submit applications as needed.
• Advise members in debt management, mortgages, and overall financial well-being.
• Engage members in financial health evaluations to recommend products and services.
• Support community relationships on an as-needed basis.
• Adopt new and existing tools to enhance the member experience.
• Advocate member adoption of digital products and campaigns.
• Partner with internal experts to recommend products and services for financial freedom.
• Be a resource to train new and existing team members as needed.
• Understand and comply with applicable banking laws and Patelco policies.
• Assess risk and drive compliance and business performance.
• Other duties as assigned.

Skills

Communication skills

NMLS eligibility

Notary

Professional demeanor

Customer service

Education

Bachelor's degree in business/Finance

Tools

Microsoft Office

Job description

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) in California. You will help members open new accounts, offer credit cards, loans, and mortgage options while delivering exceptional service.

The role requires 3–5 years in financial services or sales, NMLS/Notary eligibility, and a strong focus on financial health coaching. Some evenings and Saturdays are required. Travel may be needed.