Your Home Design
Personal Banker (Member Solutions Specialist)
Your Home Design, San Bruno, California, United States, 94066
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
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 product options. 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
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 basisAdopt 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 neededUnderstand 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.
Other duties as assigned
.
Qualifications
Minimum 3-5 years of prior experience as a teller and personal bankerMaintain eligibility for NMLS, Medallion, and Notary certifications
.Excellent verbal, written, and social communication skillsAbility to be professional and understanding in all interactions
.Willing and able to be flexible and adapt to changing job requirementsAbility to
operate
as a self-starter with strong organizational skillsPassion for
providing
exceptional service, Integrity, and ResourcefulnessEagerness to learn and a drive for continuous improvementSavvy with PCs, email, and proficient in all Microsoft Office suite of productsSome evenings and Saturdays are
requiredMust be willing to travelBachelor's degree in business, Finance, or associated field preferred
Target Base Pay
$30 / 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 Offer
Physical Health:Exceptional Medical, Dental, Vision, and Life Insurance benefitsRewards for completing wellness related activitiesFinancial Health:Competitive compensation packages with bonus opportunity401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition reimbursementEmotional Health:Employee Assistance Program (EAP)PTO for part-time and full-time positionsPaid holidaysPersonal Development:On-the-job training and skills developmentInternal transfer opportunities for career growthVolunteer workPatelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veteransIND123
#J-18808-Ljbffr
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
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 product options. 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
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 basisAdopt 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 neededUnderstand 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.
Other duties as assigned
.
Qualifications
Minimum 3-5 years of prior experience as a teller and personal bankerMaintain eligibility for NMLS, Medallion, and Notary certifications
.Excellent verbal, written, and social communication skillsAbility to be professional and understanding in all interactions
.Willing and able to be flexible and adapt to changing job requirementsAbility to
operate
as a self-starter with strong organizational skillsPassion for
providing
exceptional service, Integrity, and ResourcefulnessEagerness to learn and a drive for continuous improvementSavvy with PCs, email, and proficient in all Microsoft Office suite of productsSome evenings and Saturdays are
requiredMust be willing to travelBachelor's degree in business, Finance, or associated field preferred
Target Base Pay
$30 / 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 Offer
Physical Health:Exceptional Medical, Dental, Vision, and Life Insurance benefitsRewards for completing wellness related activitiesFinancial Health:Competitive compensation packages with bonus opportunity401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition reimbursementEmotional Health:Employee Assistance Program (EAP)PTO for part-time and full-time positionsPaid holidaysPersonal Development:On-the-job training and skills developmentInternal transfer opportunities for career growthVolunteer workPatelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veteransIND123
#J-18808-Ljbffr