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Senior Member Service Representative (Senior Teller)

Company: Patelco Credit Union
Location: Santa Rosa
Posted on: January 15, 2022

Job Description:

About Patelco Credit Union:We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.
Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With more than 400,000 members primarily in and around northern California, Patelco is committed to improving their members' financial well-being and fueling hope and opportunity for its members by offering personalized solutions, advice, and expertise that empower them to achieve personal financial freedom. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $8 billion in assets.Overview:The Senior Member Service Representative is responsible for delivering high quality member service by assessing the member needs while processing their transactions to maximize member participation. As a Senior Member Service Representative in our branches you will have the chance to make a difference in the lives of every member you serve.Responsibilities:

  • Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
  • Assess member 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 identify products and services that benefit their financial well-being.
  • Open accounts and submit simple consumer 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
  • Connect with new and existing members via follow up activities, including outbound calls and which can include community engagement events.
  • Partner with branch leadership to maintain operational integrity while mitigating risk, per 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 judgement as appropriate to accommodate members.
  • Be 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.
  • Other duties as assigned.Qualifications:
    • High School Diploma/GED
    • Minimum 1-2 years of prior experience in financial services or retail environment required
    • Proficient in all Microsoft Office suite of products
    • Service Passion, Integrity, and Resourcefulness.
    • Eagerness to learn and a drive for continuous improvement.
    • Excellent verbal, written and interpersonal communication skills
    • Ability to be professional and empathetic in all interactions.
    • Willing and able to be flexible and adapt to changing job requirements.
    • Technically savvy with PCs and email systems.
    • Flexible work schedule, including some evenings and Saturdays.
    • Must be willing to travel.We Offer:
      • Empowerment, Engagement, and Teamwork.
      • An inspiring career that benefits both you and your community
      • Competitive compensation packages with bonus opportunity
      • Full Medical/Dental/Vision benefits with minimal eligibility waiting period
      • Generous 401(k) with 3% Safe Harbor and 5% employer match
      • Discounts on loan products
      • Tuition Reimbursement
      • Community outreach opportunitiesPatelco Credit Union is an Equal Opportunity Employer: disability/veteran
        Key words: Banking, Credit Union, Teller, Universal Banker, Customer Service, Bank, Finance, Full-Time

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

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