Senior Teller & Financial Wellness Advocate

Patelco Credit Union; Dublin (CA); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

401(k) with match

Tuition reimbursement

EAP

PTO & Holidays

On-the-job training

Job summary

Patelco Credit Union is seeking a Teller (Senior Member Service Representative) to deliver high-quality service by assessing members' needs and processing transactions efficiently. You will educate members on products and services that enhance financial health and build relationships through attentive listening and guidance.

The role requires 1-2 years of customer service experience, strong communication, and flexibility.

Qualifications

• 1-2 years of customer service experience in financial services, food, hospitality or retail.
• Excellent verbal, written, and social communication skills.
• Professional demeanor and understanding in all interactions.
• Flexible and adaptable to changing job requirements.
• Passion for providing exceptional service, integrity, and resourcefulness.
• Eagerness to learn and improve continuously.

Responsibilities

• Provide excellent service to diverse members through prompt, courteous, and professional interactions.
• Analyze members' needs while processing transactions and educate on products to improve financial health.
• Build relationships with members using listening and communication to identify beneficial products.
• Open accounts and submit simple loan applications after needs assessment.
• Engage with members via follow-up calls and community events as appropriate.
• Partner with branch leadership to maintain operational integrity and manage risk.

Skills

Customer service

Communication

Adaptability

Professionalism

Training

Education

High School Diploma/GED

Tools

Microsoft Office

Job description

Patelco Credit Union is seeking a Teller (Senior Member Service Representative) to deliver high-quality service by assessing members' needs and processing transactions efficiently. You will educate members on products and services that enhance financial health and build relationships through attentive listening and guidance.

The role requires 1-2 years of customer service experience, strong communication, and flexibility.