Teller (Sr Member Service Rep)
- 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 their financial health.
- Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their 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 them 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 those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
- Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
- Other duties as assigned. Qualifications:
- Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required
- Excellent verbal, written, and social communication skills
- Ability to be professional and understanding in all interactions
- Willingness and ability to be flexible and adapt to changing job requirements
- Passion for providing exceptional service, integrity, and resourcefulness
- Eagerness to learn and a drive for continuous improvement.
- Savvy with PCs, email, and proficient in all Microsoft Office suite of products
- Some evenings and Saturdays are required
- Minimum of a High School Diploma/GED
- Must be willing to travel
- 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
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