Senior Member Service Teller — Elevate Financial Wellness

Patelco Credit Union; Berkeley (CA); On-site; USD 70,632,000 - 95,561,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with match

Paid Holidays

Paid Time Off

Tuition Reimbursement

Job summary

Patelco Credit Union is looking for a Teller (Senior Member Service Representative) to deliver exceptional service as the primary contact for members in branches. You will assess needs, process transactions, and guide members toward suitable financial products and services.

The role emphasizes relationship-building, accuracy in cash handling, and compliance with banking regulations, with opportunities for growth within a collaborative culture at Patelco.

Qualifications

• Minimum 1-2 years of customer service experience in financial services or related industries.
• Strong communication skills and professional demeanor in all interactions.
• Proficiency with PCs, email, and Microsoft Office Suite.

Responsibilities

• Provide high-quality service to diverse members with prompt, courteous interactions.
• Analyze member needs, process transactions including cash handling, and educate on products.
• Open accounts and submit simple loan applications after needs assessment.
• Build relationships through effective listening and communication.
• Partner with leadership to maintain operational integrity and mitigate risk.

Skills

Customer service

Communication

Microsoft Office

Teamwork

Attention to detail

Education

High School Diploma/GED

Job description

Patelco Credit Union is looking for a Teller (Senior Member Service Representative) to deliver exceptional service as the primary contact for members in branches. You will assess needs, process transactions, and guide members toward suitable financial products and services.

The role emphasizes relationship-building, accuracy in cash handling, and compliance with banking regulations, with opportunities for growth within a collaborative culture at Patelco.