Financial Services Representative

7 days ago

Concord California, United States Patelco Credit Union Full time
About Patelco Credit Union

Patelco Credit Union is a not-for-profit financial institution dedicated to building financial health and wellbeing for our members.

With a rich history dating back to 1936, we have grown from $500 in assets to over $9 billion in assets and are the 7th largest credit union in California with branches throughout Northern California.

We are committed to serving our members throughout all stages of life, providing them with the products and services they need to plan purposefully for their futures and secure our life-long partnership as their trusted financial advocate.

As one team, we are dedicated to delivering exceptional service, empowering financial literacy, creating innovative 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 Credit Union could be the perfect fit for you.

Overview

Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members' experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of financial products and services.

You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans.

We're united in our mission to help uplift each other, our members, and the communities we serve.

Responsibilities
  1. Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
  2. Serve as a subject matter expert in our financial products and services offerings, new accounts, and consumer lending processes.
  3. Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
  4. Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
  5. Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial wellbeing.
  6. Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
  7. Support community relationships on an as-needed basis.
  8. Adopt new and existing tools that will enhance the member experience and consultation process.
  9. Advocate member adoption of new technology, campaigns, promotions, and digital products.
  10. Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
  11. Be a resource to train new and existing team members as needed.
  12. 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) and Patelco Credit Union's policies and procedures.
  13. Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Qualifications
  1. Minimum 3-5 years of prior experience as a teller and personal banker.
  2. Maintain eligibility for NMLS, Medallion, and Notary certifications.
  3. Excellent verbal, written, and social communication skills.
  4. Ability to be professional and understanding in all interactions.
  5. Willing and able to be flexible and adapt to changing job requirements.
  6. Ability to operate as a self-starter with strong organizational skills.
  7. Passion for providing exceptional service, integrity, and resourcefulness.
  8. Eagerness to learn and a drive for continuous improvement.
  9. Savvy with PCs, email, and proficient in all Microsoft Office suite of products.
  10. Some evenings and Saturdays are required.
  11. Must be willing to travel.
  12. Bachelor's degree in business, finance, or associated field preferred.
Target Base Pay

$27 / 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 wide range of medical, dental, vision, financial, and other benefits.

We OfferPhysical 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.

  • Customer Service Representative

    4 weeks ago

    California, United States Lendmark Financial Services Full time

    Customer Service Representative (Loan Consultant II - CA) Apply locations: Tustin, CA time type: Full-time posted on: Posted 3 Days Ago job requisition id: R-005988 At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer...

  • Patient Financial Services Representative

    1 week ago

    Concord, New Hampshire, United States Concord Hospital Full time

    Job SummaryThe Patient Financial Services Representative is a key member of our team at Concord Hospital, responsible for ensuring that our patients receive the full benefits of their insurance coverage.ResponsibilitiesManage claims work files, work lists, and reports to meet production goals.Conduct research and analysis to identify internal or external...

  • Customer Service Representative

    4 days ago

    Concord, North Carolina, United States TTEC Full time

    Be the Spark that Brightens Days and Ignites Your CareerAt TTEC, we're committed to delivering exceptional customer experiences that drive business results. As a Customer Service Representative - Financial Services Expert, you'll play a vital role in helping us achieve this goal.About the RoleYou'll provide top-notch support to customers of a leading asset...

  • Financial Services Representative

    4 days ago

    Lafayette, California, United States Patelco Credit Union Full time

    About Patelco Credit UnionPatelco Credit Union is a not-for-profit financial institution dedicated to building financial health and wellbeing for our members. With a rich history dating back to 1936, we have grown from $500 in assets to over $9 billion in assets and are the 7th largest credit union in California with branches throughout Northern...

  • Financial Customer Service Representative

    2 months ago

    Concord, United States VXI Global Solutions Full time

    VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...

  • Financial Customer Service Representative

    2 months ago

    Concord, United States VXI Global Solutions Full time

    VXI is looking for highly motivated and qualified Customer Service Representatives to work full-time on-site in our world-class contact center in Charlotte, NC.As a Customer Service Representative, you will be responsible for providing exceptional customer service to clients related to card services and deposits. You will be the first point of contact for...

  • Financial Services Representative

    1 week ago

    Camp Pendleton North, California, United States Frontwave Credit Union Full time

    Overview:As a Financial Services Representative, you will engage in a diverse range of responsibilities associated with all teller and Universal Service Representative functions. This includes handling deposits, withdrawals, loan payments, and the establishment of new accounts and loans. You will be responsible for balancing daily transactions and verifying...

  • Financial Services Representative

    4 days ago

    San Jose, California, United States WaFd Bank Full time

    Job SummaryWaFd Bank is seeking a skilled Financial Services Representative to join our team. As a Personal Banker, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesBuild strong relationships with clients to understand their financial needs and provide personalized solutions.Assist clients with opening...

  • Associate Financial Representative

    2 months ago

    Concord, United States Modern Woodmen Of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset approaches professional situations with persistence, hard work, adaptability,...

  • Customer Service Representative

    1 week ago

    Concord, United States TTEC Full time

    Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Customer Service Representative - Financial Servicesworking onsite in Concord, NC you'll be a part of bringing humanity to business. #experienceTTEC. You'll provide white glove support to customers of an asset and wealth management company that...

  • Customer Service Representative – Financial Services

    7 days ago

    Concord, United States TTEC Full time

    Be the spark that brightens days and ignite your career with TTEC's award-winning employment experience. As a Customer Service Representative - Financial Services, working onsite in Concord, NC you'll be a part of bringing humanity to business. #experienceTTEC. You'll provide white glove support to customers of an asset and wealth management company that...

  • MCC Representative

    2 weeks ago

    Merced, California, United States Patelco Credit Union Full time

    About Patelco Credit UnionWe're a not-for-profit credit union dedicated to serving the financial health and wellbeing of our members. Our mission is to empower individuals and families to achieve financial freedom through personalized solutions, advice, and expertise.Job SummaryWe're seeking a highly skilled and compassionate MCC Representative to join our...

  • MCC Representative

    2 weeks ago

    Merced, California, United States Patelco Credit Union Full time

    About Patelco Credit UnionWe're a not-for-profit credit union dedicated to serving the financial health and wellbeing of our members. Our mission is to empower individuals and families to achieve financial freedom through personalized solutions, advice, and expertise.Job SummaryWe're seeking a highly skilled and compassionate MCC Representative to join our...

  • Financial Services Professional

    2 months ago

    Concord, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Concord, NH, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Customer Service Representative

    3 days ago

    Santa Rosa, California, United States WaFd Bank Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at WaFd Bank. As a key member of our branch, you will be responsible for providing exceptional service to our clients, ensuring a positive first impression, and performing accurate banking transactions.Key ResponsibilitiesProvide friendly and...

  • Shift Supervisor

    4 days ago

    Huntington Park, California, United States PLS Financial Services, Inc. Full time

    Job SummaryWe are seeking a highly motivated and experienced Shift Supervisor to join our team at PLS Financial Services, Inc. As a Shift Supervisor, you will be responsible for providing leadership and guidance to our customer service representatives to ensure exceptional customer experiences and meet sales and financial goals.Key ResponsibilitiesCustomer...

  • Financial Performance Analyst

    2 weeks ago

    California, United States Option 1 Staffing Services, Inc. Full time

    Financial Performance AnalystRemote – CANDIDATES MUST RESIDE IN CALIFORNIA$35 - $48/hourOption 1 Staffing Services, Inc. is currently seeking a Financial Performance Analyst to join a prestigious healthcare institution. In this role, you will conduct comprehensive evaluations of financial and revenue cycle operations to uncover trends, patterns, and...

  • Financial Performance Analyst

    2 weeks ago

    California, United States Option 1 Staffing Services, Inc. Full time

    Financial Performance AnalystRemote – CANDIDATES MUST RESIDE IN CALIFORNIA$35 - $48/hourOption 1 Staffing Services, Inc. is currently seeking a Financial Performance Analyst to join a prestigious healthcare institution. In this role, you will conduct comprehensive evaluations of financial and revenue cycle operations to uncover trends, patterns, and...

  • Customer Service Representative

    5 days ago

    Sacramento, California, United States Community Choice Financial Family of Brands Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our financial services team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesForge strong relationships with customers to drive repeat...

  • Customer Service Representative

    2 weeks ago

    Concord, United States TMX Finance Family of Companies Full time

    Overview At California Check Cashing Stores, we're more than a financial service provider; we're a trusted ally for hard-working customers who are seeking quick and reliable financial solutions. As a Customer Service Representative, you'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base, ensuring...