Sr Member Service Rep

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

Benefits offered by this job

Medical, Dental, Vision

401(k) with employer match

Paid holidays

Employee Assistance Program (EAP)

Job summary

Patelco Credit Union is seeking a Senior Member Service Representative (Teller) in California to deliver high-quality member service by assessing needs and processing transactions efficiently. You will open accounts, guide product choices, and engage with members through follow-up activities and community events.

The role requires 1–2 years of customer service experience in financial services or related fields, strong communication skills, a high school diploma, and flexibility for some evenings

Qualifications

• Customer service experience in financial services or retail
• Excellent verbal, written, and social communication
• Professional demeanor and adaptability
• Willingness for evenings and Saturdays
• High School Diploma/GED required
• Ability to travel may be required

Responsibilities

• Provide excellent service to diverse members with prompt, courteous interactions
• Analyze member needs and educate on products to improve financial health
• Build relationships through active listening and clear communication
• Open accounts and submit simple loan applications after needs assessment
• Engage members through follow-ups and community events
• Work with branch leadership to maintain operational integrity and mitigate risk
• Adopt and utilize tools to enhance the member experience
• Train new team members as applicable
• Promote adoption of new technology and digital products
• Ensure compliance with applicable laws and Patelco policies
• Identify and address process risks to support compliance and performance
• Other duties as assigned

Job description

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

About Patelco Credit Union

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive.

If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview

As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve. You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently.

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) andPatelcoCredit 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.

Qualifications

• Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required
• 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

Target Base Pay

$29.00/hr

Compensation At Patelco

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer

Physical Health

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities

Financial Health

• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement

Emotional Health

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays

Personal Development

• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans