Patelco Credit Union

  • Retail Branch and Investments Analyst

    Job Locations US-CA-Pleasanton
    Req No.
    Retail Branch Network
    Regular Full-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

    The primary function of the Retail Branch and Investments Analyst is to support the Retail Branch Network and Investments team in the successful implementation of initiatives/projects, staffing/gap analysis, budget oversight, training for on technology used for reporting, and act as the subject matter expert in the analysis and reporting of Retail Branch and Investments performance.  This role will partner closely with other department heads and the ideal candidate should have strong cross-functional collaboration skills (along with a keen analytical eye) to achieve success.


    • Act as the subject matter expert for the analysis and reporting of Retail Branch and Investments performance
    • Partner with other business leaders on specific initiatives, projects, etc. that impact the Retail Branches and Investments teams and support their implementation in the field
    • Design and execute training on reports technology (namely Excel and Tableau) to educate team members on how to leverage these resources within their branches
    • Create reporting structures through the utilization of Microsoft Excel and Tableau to communicate performance results. Use analysis to report on trends and areas of focus to lift performance
    • Be the liaison between the Directors, Advisors and departments on all projects relating to the Retail Branch Network and the Investments team
    • Analyze Member Experience trends to identify recurring themes to improve performance
    • Oversee the budget through the monitoring of expenses, overtime and meal premium payments, full-time and part-time working hours and other operating expenses
    • Organizes, collects, and provides best practices across branch network that can be leveraged for overall success of others
    • Supports Retail Branches and Investments teams in ordering supplies, overseeing meetings, and other functions 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.
    • Perform other duties as assigned


    • Bachelor’s Degree in business or finance and 3-5 year experience in the financial services industry (credit union preferred)
    • Prior experience in Branch Network related to staffing, operations, and member experience
    • Prior experience in reports creation and analytics
    • Advanced MS Office skills, particularly in Microsoft Excel

    Competencies Required

    • Strong written and verbal communication skills with the ability to effectively communicate with internal team members and staff, as well as other business leaders within the organization.
    • Clear understanding of overall business objectives, as well as staffing needs, workflow management, and business operations
    • Ability to use reports, metrics and other data to identify trends and opportunities, identifies solutions and removes roadblocks for the team
    • Knows and utilizes available resources to resolve issues when appropriate
    • Strong attention to detail
    • Self-motivated and ability to work independently with efficient time management skills, adapt to changing priorities, meet deadlines and work well under pressure
    • This position requires a high level of professionalism, resourcefulness, and collaboration


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


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed