Senior Teller & Financial Wellness Advisor

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) with 3% Safe Harbor and 5% logo

Paid holidays

PTO for part-time and full-time

Job summary

Patelco Credit Union in Fremont, CA is hiring a Senior Teller (Member Service Representative). You will deliver high-quality service by assessing member needs while processing transactions efficiently. Open accounts and assist with loan applications; educate members on products to support financial health.

You will work with branch leadership to maintain operations and comply with banking regulations. This role offers competitive pay, benefits, and opportunities for growth within a supportive

Qualifications

• 1–2 years of customer service in financial services, retail, or hospitality.
• Excellent verbal and written communication; professional demeanor.
• Flexible schedule; some evenings and Saturdays; willingness to travel.
• PC literacy and proficiency with Microsoft Office.

Responsibilities

• Provide excellent service through courteous, professional interactions.
• Assess member needs and educate on products/services.
• Open accounts and assist with loan applications.
• Build relationships and follow up with members.
• Ensure operational integrity and risk mitigation.
• Adopt new tools to enhance member experience.

Skills

Customer service

Communication

PC literacy

Microsoft Office

Adaptability

Willing to travel

Education

High School Diploma/GED

Tools

POS systems

Job description

Patelco Credit Union in Fremont, CA is hiring a Senior Teller (Member Service Representative). You will deliver high-quality service by assessing member needs while processing transactions efficiently. Open accounts and assist with loan applications; educate members on products to support financial health.

You will work with branch leadership to maintain operations and comply with banking regulations. This role offers competitive pay, benefits, and opportunities for growth within a supportive