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Teller (Senior Member Service Representative)

Company: Patelco Credit Union
Location: Sunnyvale
Posted on: May 15, 2024

Job Description:

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. Were dedicated to creating a positive and supportive culture where our team members can thrive. If youre looking to use your skills and knowledge to make a difference in our members lives, Patelco could be the perfect fit for you.Overview:As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve. You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently.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 well-being.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 freedomEngage 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 Unions 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 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment requiredExcellent verbal, written, and social communication skillsAbility to be professional and understanding in all interactionsWillingness and ability to be flexible and adapt to changing job requirementsPassion for providing exceptional service, integrity, and resourcefulnessEagerness to learn and a drive for continuous improvement.Savvy with PCs, email, and proficient in all Microsoft Office suite of productsSome evenings and Saturdays are requiredMinimum of a High School Diploma/GEDMust be willing to travelTarget Base Pay:$29 / hrCompensation 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 veteransIND123by Jobble

Keywords: Patelco Credit Union, Sunnyvale , Teller (Senior Member Service Representative), Sales , Sunnyvale, California

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