Patelco Credit Union

  • Senior Member Service Representative

    Job Locations US-CA-Elk Grove
    Req No.
    2018-2727
    Category
    Retail Branch Network
    Type
    Regular Part-Time
  • Overview

    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.

    About Patelco Credit Union

    Patelco is a not-for-profit credit union, serving the financial needs and aspirations of more than 300,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom. 

     

    The Opportunity

    We seek to hire a Member Services Representative to serve our members in the Elk Grove branch.  As a Member Service Representative (MSR) in our branches you will have the chance to make a difference in the lives of every member you serve.  This is an individual contributor role which reports into the Manager, Retail Branch.

    Responsibilities

    As an MSR you will have the chance to:

    • Offer best in class customer service to our members.
    • Manage new and existing member’s accounts effectively.
    • Build relationships by better understanding members’ financial health needs.
    • Recognize and seize opportunities to discuss helpful products and services to members.
    • Demonstrate accurate cash handling and balancing, ATM balancing and vault teller function.
    • 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.

    Qualifications

    You offer:

    • Service Passion, Integrity, and Resourcefulness.
    • Eagerness to learn and a drive for continuous improvement.
    • One year of excellent customer service experience, especially in a banking or retail environment.
    • Technically savvy with Smart phone operating systems, PCs and email systems.
    • Excellent oral and written communication skills.
    • Ability to be professional and empathetic in all interactions.
    • Flexible work schedule, including Saturdays.
    • High School Diploma/GED.
    • Ability to stand or walk for extended periods of time.

    We offer:

    • Empowerment, Engagement, and Teamwork.
    • An inspiring career that benefits both you and your community.
    • Competitive compensation packages with bonus opportunity.
    • Full Medical/Dental/Vision benefits with minimal eligibility waiting period.
    • Generous 401k with 3% Safe Harbor and 5% employer match.
    • Discounts on loan products.
    • Tuition Reimbursement.
    • Community Outreach Opportunities.

     

    Patelco Credit Union is an EO Employer - M/ F/ Veteran/ Disability

     

     

    Key words: Banking, Credit Union, Teller, Customer Service, Bank, Finance, Full-Time

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