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Financial Services Representative

2 months ago

Castro Valley, California, United States Patelco Credit Union Full time
About Patelco Credit Union

We are a not-for-profit credit union dedicated to building financial health and wellbeing for our members. With over 85 years of experience, 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.

Our Mission

We are committed to delivering exceptional service, empowering financial literacy, creating products, and providing new technology for our members. Our team is passionate about creating a positive and supportive culture where our members can thrive.

Job Summary

We are seeking a highly skilled Personal Banker (Member Solutions Specialist) to join our team. As a Personal Banker, you will be responsible for delivering exceptional service to our members by providing a range of product options and assisting them with complex financial transactions and accounts.

Key Responsibilities
  • Offer best-in-class service to our members through prompt, efficient, courteous, and professional interactions.
  • Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes.
  • Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution.
  • 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.
  • Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
  • Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
  • Support community relationships on an as-needed basis.
  • Adopt new and existing tools that will enhance the member experience and consultation process.
  • Advocate member adoption of new technology, campaigns, promotions, and digital products.
  • Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
  • Be a resource to train new and existing team members as needed.
  • 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.
  • Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Requirements
  • Minimum 3-5 years of prior experience as a teller and personal banker.
  • Maintain eligibility for NMLS, Medallion, and Notary certifications.
  • Excellent verbal, written, and social communication skills.
  • Ability to be professional and understanding in all interactions.
  • Willing and able to be flexible and adapt to changing job requirements.
  • Ability to operate as a self-starter with strong organizational skills.
  • 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.
  • Must be willing to travel.
  • Bachelor's degree in business, finance, or associated field preferred.
Compensation and Benefits

We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. Our compensation package includes a base salary of $27.00 per hour, with opportunities for bonuses and career growth.

We also offer a range of benefits, including:

  • Exceptional medical, dental, vision, and life insurance benefits.
  • Rewards for completing wellness-related activities.
  • Competitive compensation packages with bonus opportunity.
  • 401(k) with 3% Safe Harbor and 5% employer match.
  • Discounts on loan products.
  • Tuition reimbursement.
  • Employee Assistance Program (EAP).
  • PTO for part-time and full-time positions.
  • Paid holidays.
  • On-the-job training and skills development.
  • Internal transfer opportunities for career growth.
  • Volunteer work.

We are an Equal Opportunity Employer, including individuals with disabilities and protected veterans.