Jobs · OTHR · California

Teller (Senior Member Service Representative)

Patelco Credit Union · Castro Valley, CA · 1 mo ago
OTHR$9/hrFull-time
We need to output HTML fragment with sections: About the role? Actually we have "About Patelco Credit Union" description, then "Overview". The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. We need to include sections only when posting has real, specific content. We have content for About Patelco Credit Union (company overview). Could map to "About the role"? Actually "About the role" is generic; but we have "Overview" describing role. Could use "About the role" heading for overview. Or we could use "Overview" but instruction says use headings like About the role, Responsibilities, etc. So we should map content to those headings. We have: - About Patelco Credit Union (company description) maybe not needed as a heading; could be part of About the role? But we could include a short paragraph about company under About the role? Might be okay. - Overview: description of role responsibilities? Actually Overview: "As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference..." That's more about role. Could be placed under About the role. - Responsibilities: list of duties. - Qualifications: list. - Benefits: list of benefits (Physical Health, Financial Health, Emotional Health, Personal Development). Also mention "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." Then bullet list. - Pay: "Target Base Pay $29/ hr". Also mention compensation considerations. So we can include Pay section with that. - Schedule: "Some evenings and Saturdays are required". Also maybe mention travel? Not schedule. So we can include Schedule section with that. - Skills: maybe not explicit; we have communication skills, PC savvy, etc. Could be part of Qualifications. But we could create Skills section if we have specific skills. However instruction: prefer few substantive sections over many thin ones. Could combine Skills into Qualifications. But we have Qualifications already. Could keep Qualifications and maybe not separate Skills. We must not include boilerplate like EEO, etc. Remove "Patelco Credit Union is an Equal Opportunity Employer..." etc. Also remove "IND123". Also remove "Please note that the salary information is a general guideline only." maybe keep? It's part of compensation but it's a disclaimer; could be kept as part of Pay section? It's not boilerplate? It's a note. Might keep but it's not required. Could include as part of Pay section paragraph. We must preserve all substantive information. So we need to include all duties, qualifications, benefits, pay, schedule. We must not invent or summarize away detail. So we need to keep each bullet. Let's extract details. About Patelco Credit Union paragraph: "Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you." Overview: "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." Responsibilities list (each sentence seems a bullet). Let's list: - 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. Qualifications list: - 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 Pay: "Target Base Pay $29/ hr". Also compensation note: "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." Benefits: "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 opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition 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 development Internal transfer opportunities for career growth Volunteer work" We need to format benefits as list. Schedule: "Some evenings and Saturdays are required". Also maybe mention travel? Not schedule. We should not repeat job title. We need to output HTML fragment only. Let's decide sections: -

About the role

: combine company overview and overview? Could be two paragraphs: first about Patelco, second overview. That's okay. -

Responsibilities

:
    with each duty as
  • . -

    Qualifications

    :
      with each qualification. -

      Benefits

      :
        with each benefit item. Need to parse the benefits list. Benefits text: "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 opportunity 401(k) with 3% Safe Harbor and 5% employer match Discounts on loan products Tuition 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 development Internal transfer opportunities for career growth Volunteer work" We need to split into items. Could treat each colon-separated category as a heading? But we only use
        • . So we can make each benefit as a list item, maybe combine sentences. List items: - 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. - Physical Health: Exceptional Medical, Dental, Vision, and Life Insurance benefits; Rewards for completing wellness related activities. - Financial Health: Competitive compensation packages with bonus opportunity; 401(k) with 3% Safe Harbor and 5% employer match; Discounts on loan products; Tuition 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 development; Internal transfer opportunities for career growth; Volunteer work. That seems reasonable. Pay section:

          Pay

          :

          Target Base Pay $29/ hr. Patelco Credit Union considers factors such as 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. (Salary information is a general guideline only.)

          But we need to preserve the note: "Please note that the salary information is a general guideline only." So include that. Schedule section:

          Schedule

          :

          Some evenings and Saturdays are required. Must be willing to travel.

          Actually travel is under qualifications; but we could keep it there. However schedule section should only contain schedule info. Travel is not schedule; but we could keep travel under Qualifications. We'll keep schedule only evenings and Saturdays. Thus Qualifications list should exclude "Some evenings and Saturdays are required" and "Must be willing to travel". We'll move those to Schedule and maybe keep travel under Qualifications? But we said schedule only evenings and Saturdays. Travel could be under Qualifications as a requirement. But we already have Qualifications list; we can keep travel there. However we said we will not duplicate. Let's keep travel under Qualifications as it's a requirement. Schedule only evenings and Saturdays. Thus Qualifications list items: - 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 - Minimum of a High School Diploma/GED - Must be willing to travel Schedule: Some evenings and Saturdays are required. Now About the role section: We'll include two paragraphs: first about Patelco, second overview. Check for any boilerplate to remove: "Patelco Credit

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