Personal Banker (Member Solutions Specialist)

Patelco Credit Union; 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

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’ experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We’re united in our mission to help uplift each other, our members, and the communities we serve.

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

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

Target Base Pay

$32.50/ hr

Compensation at Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health:

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities

Financial Health:

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development:

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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