Member Solutions Specialist (Personal Banker)

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

The Member Solution Specialist is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serves as a subject matter expert to the membership and creating an outstanding member experience by resolving member service needs and delivering expertise in all of our products and services. As a Member Solution Specialist in our branches you will have the chance to make a difference in the lives of every member you serve.

Responsibilities

• Advocate member adoption of new technology, campaigns, promotions, and digital products.
• Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
• Adopt new and existing tools that will enhance the member experience and consultation process.
• Build our members’ financial health through conducting thorough consumer loan, home loan, and new account interviews using available tools to uncover financial needs and submit applications 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.
• Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
• Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
• Support community relationships and partner with businesses within the community.
• Connect our members with experts in Financial Services (investments), Home Loans, and Insurance to assess known and unknown needs that will help our members achieve financial freedom.
• Act as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes.
• Be a resource to train new and existing team members as needed
• Other duties as assigned.
• Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow up and resolution.

Qualifications

• Proficient in all Microsoft Office suite of products
• Must be williing to travel
• Service Passion, Integrity, and Resourcefulness.
• Flexible work schedule, including some evenings and Saturdays.
• Ability to be professional and empathetic in all interactions.
• Technically savvy with smartphone operating systems, PCs, and email systems.
• Eagerness to learn and a drive for continuous improvement.
• Ability to operate as a self -starter with strong organizational skills
• Bachelor degree in Business, Finance or associated field, or equivalent work experience
• Willing and able to be flexible and adapt to changing job requirements.
• Minimum 3-5 years of prior experience in financial services or sales-oriented environment required
• Excellent verbal, written and interpersonal communication skills to foster internal and external business relationships
• BA or BS in business, finance, or associated field, or equivalent work experience
• Maintain eligibility for NMLS, Medallion and Notary certifications.

Target Base Pay

$27 / hour

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 benefits
• Rewards for completing wellness related activities

Financial Health:

• Discounts on loan products
• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Tuition reimbursement

Emotional Health:

• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays
• Calm & Wellness app

Personal Development:

• Volunteer work
• Internal transfer opportunities for career growth
• On-the-job training and skills development

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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