Teller - Part Time (29 hours) (Financial Services Representative)

4 weeks ago

Fremont, 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.

Job Summary

We are seeking a highly skilled and customer-focused Teller (Senior Member Service Representative) to join our team. As a Teller, you will be responsible for delivering exceptional service to our members by assessing their needs and processing transactions efficiently.

Key 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 wellbeing.
  • 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) 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 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.
Benefits

We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

  • 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.

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

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