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Member Solutions Specialist (Personal Banker)

Company: Patelco Credit Union
Location: Oakland
Posted on: June 20, 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.

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. - - -

Offer best in class service to our members through prompt, efficient, courteous, and professional interactions. -Act as a Subject Matter Expert in our products and services offerings, and in our new accounts and consumer lending processes. -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. -Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services. -Support community relationships and partner with businesses within the community. - -Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow up and resolution. - -Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being. - -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. -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. -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. -Other duties as assigned. - -

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

We Offer:
Empowerment, Engagement, and Teamwork.An inspiring career that benefits both you and your communityCompetitive compensation packages with bonus opportunityFull Medical/Dental/Vision benefits with minimal eligibility waiting periodGenerous 401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition ReimbursementCommunity outreach opportunitiesPatelco Credit Union is an Equal Opportunity Employer: disability/veteran -Key words: Banking, Credit Union, Banker, Personal Banker, Universal Banker, Customer Service, Bank, Finance, Full-Time -IND123

Keywords: Patelco Credit Union, Oakland , Member Solutions Specialist (Personal Banker), Other , Oakland, California

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