Financial Services Representative

2 weeks ago

Fremont 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.

Our Mission:

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

Job Summary:

We are seeking a highly skilled and motivated Financial Services Representative to join our team. As a Personal Banker (Member Solutions Specialist), you will play a critical role in elevating our members' experience by delivering exceptional service and providing a range of financial solutions.

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 target base pay of $27/hour, with opportunities for bonuses and career growth.

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