Personal Banker (Member Solutions Specialist)

Overview

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.

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.
• Absorb and resolve complex financial transactions and accounts for members through proactive follow-up.
• Build our members' financial health through 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.
• Avoid community relationships on an as-needed basis.
• Adeptly 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.

Qualifications

• 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.
• Strong organizational skills and ability to operate as a self-starter.
• 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.
• Bachelor's degree in business, Finance, or associated field preferred.

Target Base Pay

$29.50/hr

Compensation

At Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: Exceptional Medical, Dental, Vision, and Life Insurance benefits Rewards for completing wellness related activities Financial Health: Competitive compensation packages with bonus opportunity401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition reimbursement Emotional Health: Employee Assistance Program (EAP) PTO for part-time and full-time positions Paid holidays Personal Development: On-the-job training and skills developmentInternal transfer opportunities for career growth Volunteer work Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123