Senior Teller & Financial Wellness Advocate

Patelco; San Leandro (CA); Presencial; USD 39.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

Life Insurance

401(k) with match

Paid time off

Employee assistance program

Wellness rewards

Volunteer opportunities

Descripción de la vacante

Patelco Credit Union is hiring a Teller (Senior Member Service Representative) in California. You will deliver high-quality service by assessing members’ needs while processing transactions efficiently.

You’ll open accounts, handle simple loan applications, and engage with members to promote financial health, technology adoption, and cross-functional collaboration with branch leadership.

Formación

• 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.
• Willingness and ability to be flexible and adapt to changing job requirements.
• Savvy with PCs, email, and proficient in all Microsoft Office suite of products.

Responsabilidades

• Provide excellent service to 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 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).
• 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.

Conocimientos

Customer service

Communication

MS Office

PC literacy

Attention to detail

Educación

High School Diploma/GED

Descripción del empleo

Patelco Credit Union is hiring a Teller (Senior Member Service Representative) in California. You will deliver high-quality service by assessing members’ needs while processing transactions efficiently.

You’ll open accounts, handle simple loan applications, and engage with members to promote financial health, technology adoption, and cross-functional collaboration with branch leadership.