Teller (Senior Member Service Representative)

Patelco Credit Union • Livermore, CA

29d • $27

About The Position

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.

Requirements

• Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required
• Excellent verbal, written, and social communication skills
• Ability to be professional and understanding in all interactions
• Willingness and ability to be flexible and adapt to changing job requirements
• 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
• Minimum of a High School Diploma/GED
• Must be willing to travel

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 freedom
• Engage 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 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: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees