Member Solutions Banker - Financial Wellness & Loans

Patelco; Berkeley (CA); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with match

Tuition reimbursement

Paid holidays

PTO

Job summary

Patelco Credit Union is seeking a Personal Banker (Member Solutions Specialist) in Berkeley, CA. You will help members open new accounts, offer credit products, and provide expert guidance on loans and financial plans.

The role emphasizes delivering excellent service and building member financial health. Qualified candidates typically have 3–5 years in financial services, are NMLS/Medallion/Notary eligible, and excel in communication.

Qualifications

• 3–5 years of prior experience in financial services or a sales-oriented environment.
• 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.

Responsibilities

• Offer best-in-class service to our members through prompt, courteous interactions.
• Serve as a subject matter expert in our products, new accounts, and consumer lending processes.
• Assist members with complex financial transactions and accounts with proactive follow-up and resolution.
• 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.

Skills

Financial services experience

Sales oriented

Customer service

Education

Bachelor's degree in business/Finance

Tools

Microsoft Office

Job description

Patelco Credit Union is seeking a Personal Banker (Member Solutions Specialist) in Berkeley, CA. You will help members open new accounts, offer credit products, and provide expert guidance on loans and financial plans.

The role emphasizes delivering excellent service and building member financial health. Qualified candidates typically have 3–5 years in financial services, are NMLS/Medallion/Notary eligible, and excel in communication.