Teller; Senior Member Service Representative

About Patelco Credit Union

Patelco Credit Union is a not‑for‑profit credit union committed to building financial health and wellbeing for our members. Since 1936, we have grown from $500 in assets to over $9 billion, making us the 7th largest credit union in California with branches throughout Northern California.

We serve members at every life stage, delivering products, services, and technology that help them plan purposefully for their futures. Our team is dedicated to service, financial literacy, product innovation, and culture that empowers career growth.

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.

• 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 financial health.
• Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit 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 members 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 OFAC and Bank Secrecy Act / Anti‑Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
• Assess risk associated with business processes and identify control deficiencies to drive compliance, risk mindset, and business performance.
• Other duties as assigned.

• Minimum 1–2 years of prior customer service experience within the financial services, food industry, hospitality, or retail environment.
• Excellent verbal, written, and social communication skills.
• Professional, understanding, and adaptable in all interactions.
• Willingness to be flexible, adapt to changing job requirements, and serve on evenings and Saturdays.
• Passion for exceptional service, integrity, and resourcefulness.
• Eagerness to learn and a drive for continuous improvement.
• Proficiency with PCs, email, and the Microsoft Office suite.
• High School Diploma or GED required. Must be willing to travel.

$27 /hr

Patelco Credit Union offers a competitive total rewards package including a Short‑Term Incentive (STI) program for all regular positions and a wide range of 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 skill development.
• Internal transfer opportunities for career growth.
• Volunteer work.

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans.