Member Solutions Specialist

Patelco Credit Union • Fremont, CA

60d

About The Position

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.

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

Nice To Haves

• Bachelor's degree in business, Finance, or associated field preferred

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.
• Other duties as assigned.

Benefits

• Exceptional Medical, Dental, Vision, and Life Insurance benefits
• Rewards for completing wellness related activities
• Competitive compensation packages with bonus opportunity
• 401(k) with 3% Safe Harbor and 5% employer match
• Discounts on loan products
• Tuition reimbursement
• Employee Assistance Program (EAP)
• PTO for part-time and full-time positions
• Paid holidays
• On-the-job training and skills development
• Internal transfer opportunities for career growth
• Volunteer work

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 501-1,000 employees