Senior Member Service Rep & Financial Wellness Advocate

Patelco; Concord (CA); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Wellness rewards

Paid holidays

Job summary

Patelco Credit Union in California is seeking a Teller (Senior Member Service Representative) to deliver high-quality service, assess member needs, and process transactions efficiently at our branches.

You will open accounts, submit simple loan applications, and educate members on products and services to support their financial wellbeing, while maintaining compliance and risk controls. Some evenings and Saturdays required.

Qualifications

• Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required
• Excellent verbal, written, and social communication skills
• Ability to be professional and understanding in all interactions
• Willingness and ability to be flexible and adapt to changing job requirements
• 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
• Minimum of a High School Diploma/GED
• Must be willing to travel

Responsibilities

• Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions.
• Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health.
• Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their financial well-being.
• Open accounts and submit simple loan applications for new and existing members after conducting a thorough needs assessment to determine the appropriate product(s) or service(s) that help them achieve financial freedom
• Engage with new and existing members via follow-up activities, including outbound calls and community engagement events when appropriate.

Skills

Customer service

Communication

Microsoft Office

Cash handling

Flexibility

Team player

Attention to detail

Education

HS Diploma

Tools

POS systems

Job description

Patelco Credit Union in California is seeking a Teller (Senior Member Service Representative) to deliver high-quality service, assess member needs, and process transactions efficiently at our branches.

You will open accounts, submit simple loan applications, and educate members on products and services to support their financial wellbeing, while maintaining compliance and risk controls. Some evenings and Saturdays required.