Senior Teller: Elevate Members’ Financial Health & Service

Patelco; Berkeley (CA); On-site; USD 34,000 - 45,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Employee Assistance Program (EAP)

Paid Time Off (PTO)

Paid holidays

On‑the‑job training

Job summary

Patelco Credit Union is hiring a Teller (Senior Member Service Representative) in our branches to deliver high‑quality service, assess members’ needs, and process transactions efficiently. You will build relationships, open accounts, and guide members to suitable products while maintaining risk controls and compliance.

Ideal candidates have 1–2 years of customer service experience in financial services or retail, strong communication, adaptability, and a commitment to helping members achieve

Qualifications

• Minimum 1-2 years of prior customer service experience within financial services, food industry, hospitality or retail environment.
• 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.
• Partner with branch leadership to maintain operational integrity while mitigating risk, following the standards of the organization.
• Work cross‑functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns.
• Adopt new and existing tools that will enhance the member experience and consultation process.
• Exercise informed judgment as appropriate to accommodate members.
• Serve as a resource to train new and existing team members as appropriate.
• Advocate member adoption of new technology, campaigns,promotions,and digital products.
• 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.

Job description

Patelco Credit Union is hiring a Teller (Senior Member Service Representative) in our branches to deliver high‑quality service, assess members’ needs, and process transactions efficiently. You will build relationships, open accounts, and guide members to suitable products while maintaining risk controls and compliance.

Ideal candidates have 1–2 years of customer service experience in financial services or retail, strong communication, adaptability, and a commitment to helping members achieve