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.
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: In this role, responsibilities will include providing information, assistance, and support to staff, IRA/HSA owners, prospective IRA/HSA owners, and HSA employer groups, regarding all facets of Health Savings Accounts and Individual Retirement Accounts. Candidates will possess the ability to collaborate within the department and the organization. The successful candidate will be able to communicate IRA/HSA transactions, problem & research results, and IRS rules. Additionally, he/she will interact directly with members, internal team members and other financial institutions, when applicable. The successful candidate will be professional, organized, and adaptive.
Patelco Credit Union is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status or disability.