Senior Member Service Representative (Senior Teller)
Company: Patelco Credit Union
Location: Oakland
Posted on: January 14, 2021
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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 is a
not-for-profit credit union, serving the financial needs and
aspirations of more than 400,000 members. What we earn, we return
to our members in savings from lower loan rates, fewer fees, and
personalized service that focuses on transparency, simplicity, and
trust. Our mission remains the same as when we started in 1936, to
provide products, services, education and expertise that will
empower our members to rise up and achieve financial
freedom.Overview: We seek to hire a Senior Member Services
Representative to serve our members in the Oakland - Downtown
branch. As a Senior Member Service Representative (Sr. MSR) in our
branches you will have the chance to make a difference in the lives
of every member you serve. This is an individual contributor role
which reports into the Manager, Retail Branch.Responsibilities: *
Offer best in class customer service to our members.* Open accounts
for new and existing members, as well as service those accounts.*
Handle complex accounts and transactions.* Lead by example and
train new team members.* Partner with the Assistant Branch Manager
to maintain operational integrity, including audits.* Converse with
members in order to assess their known and unknown needs and
identify the appropriate products, solutions and services.* Adopt
new and existing tools that will enhance the member consultation
process.* Initiate, process, and fund consumer loans such as credit
cards, personal loans, etc.* Exercise informed judgement as
appropriate to accommodate members.* 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.Qualifications: * Service Passion,
Integrity, and Resourcefulness.* Eagerness to learn and a drive for
continuous improvement.* 1-2 years of prior experience in financial
services or lead customer service experience required* Technically
savvy with smartphone operating systems, PCs and email systems.*
Excellent consultative and written communication skills.* Ability
to be professional and empathetic in all interactions.* Flexible
work schedule, including Saturdays.* High School Diploma/GED*
Ability to stand or walk for extended periods of time.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/veteranKey words: Banking, Credit Union, Teller, Senior
Teller, Universal Banker, Customer Service, Bank, Finance,
Full-TimeIND123
Keywords: Patelco Credit Union, Oakland , Senior Member Service Representative (Senior Teller), Accounting, Auditing , Oakland, California
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