Senior Teller & Member Financial Wellness Advisor

Patelco Credit Union; Fremont (CA); On-site; USD 34,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with match

Paid holidays

PTO

Job summary

Patelco Credit Union in Fremont, California, is seeking a Senior Teller/Member Service Representative to deliver high-quality service by understanding members’ needs and processing transactions accurately. You will open accounts, assist with simple loan applications, and promote Patelco’s digital tools and products while maintaining compliance with banking regulations.

The role requires strong communication, reliability, and the ability to work some evenings and Saturdays.

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.

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.

Skills

Customer service

Communication skills

MS Office proficiency

Adaptability

Education

High School Diploma or GED

Tools

POS systems

Microsoft Office

Job description

Patelco Credit Union in Fremont, California, is seeking a Senior Teller/Member Service Representative to deliver high-quality service by understanding members’ needs and processing transactions accurately. You will open accounts, assist with simple loan applications, and promote Patelco’s digital tools and products while maintaining compliance with banking regulations.

The role requires strong communication, reliability, and the ability to work some evenings and Saturdays.