Personal Banker; Member Solutions Specialist

About Patelco Credit Union

Patelco Credit Union is a not‑for‑profit credit union that builds financial health and well‑being for its members. Since 1936, it has grown from $500 in assets to over $9 billion and is the 7th largest credit union in California with branches throughout Northern California.

As a Personal Banker (Member Solutions Specialist), you will enhance members’ experience by delivering exceptional service, opening new accounts, and offering a range of product options, including credit cards, Money Market/CD accounts, consumer loans, and mortgage loans.

• Offer best‑in‑class service to members through prompt, efficient, courteous, and professional interactions.
• Serve as a subject‑matter expert in product and service offerings, new accounts, and consumer lending processes.
• Assist members with complex financial transactions and accounts, ensuring their needs are met through proactive follow‑up and resolution.
• Build members’ financial health by conducting thorough consumer loan, home loan, and new account interviews, using available tools to uncover financial needs and submit applications as needed.
• Advise members in 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.
• Support community relationships as needed.
• Adopt new and existing tools that enhance the member experience and consultation process.
• Advocate member adoption of new technology, campaigns, promotions, and digital products.
• Partner with internal experts to recommend products and services that help 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 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 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.
• Professional and understanding in all interactions.
• Willing and able to be flexible and adapt to changing job requirements.
• Self‑starter with strong organizational skills.
• Passion for providing exceptional service, integrity, and resourcefulness.
• Eagerness to learn and drive for continuous improvement.
• Proficient with PCs, email, and all Microsoft Office suite products.
• Availability for some evenings and Saturdays.
• Willingness to travel.
• Bachelor’s degree in business, finance, or an associated field preferred.

$29.50 per hour

Patelco Credit Union considers various factors when extending an offer. We offer a competitive total rewards package, including a short‑term incentive program for all regular positions and a wide range of medical, dental, vision, financial, and other 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 skills development.
• Internal transfer opportunities for career growth.
• Volunteer work.

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