Personal Banker & Member Solutions Expert

Patelco; Campbell (CA); On-site; USD 37,000 - 53,000; Full time

Benefits offered by this job

Medical, dental, vision, life coverage

401(k) with employer match

Loan product discounts

Tuition reimbursement

Paid holidays

Employee Assistance Program

Job summary

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) to elevate member experiences by offering a range of product options including accounts, credit cards, loans, and mortgages. You will open new accounts, process requests, and advise on financial wellbeing while ensuring compliance and great service.

The role requires 3–5 years in financial services, eligibility for NMLS/Medallion/Notary, and strong communication.

Qualifications

• 3–5 years of experience in financial services or sales-oriented roles.
• Eligible for NMLS, Medallion, and Notary certifications.
• Excellent verbal, written, and interpersonal communication skills.
• Professional and adaptable to changing requirements.
• Willing to travel; some evenings and Saturdays may be required.
• Bachelor’s degree in business, finance, or related field preferred.

Responsibilities

• Provide best-in-class member service with prompt, courteous interactions.
• Serve as a subject matter expert on products, new accounts, and lending.
• Assist with complex transactions and proactive follow-up.
• Interview members for loans and accounts to uncover needs.
• Advise on debt management, mortgages, and financial well‑being.
• Engage members to evaluate financial health and open appropriate products.
• Support community relationships and adoption of new technology.
• Train and mentor new and existing team members as needed.
• Ensure compliance with banking laws and Patelco policies.
• Identify process risks and contribute to risk management.

Skills

Excellent communication

Self-starter

Organizational skills

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Patelco Credit Union is hiring a Personal Banker (Member Solutions Specialist) to elevate member experiences by offering a range of product options including accounts, credit cards, loans, and mortgages. You will open new accounts, process requests, and advise on financial wellbeing while ensuring compliance and great service.

The role requires 3–5 years in financial services, eligibility for NMLS/Medallion/Notary, and strong communication.