Patelco Credit Union · 2 days ago
Part-time Teller (Senior Member Service Representative)
Fair Oaks, CA
Part-time
Onsite
Entry, Mid Level
$25/hr - $25/hr
1+ years expPatelco Credit Union is a not-for-profit credit union focused on building financial health and wellbeing for its members. As a Senior Member Service Representative, you will provide high-quality service, assess members' needs, and process transactions efficiently while building relationships and advocating for their financial well-being.
Financial Services
Responsibilities
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
Qualification
Required
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
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
Company
Patelco Credit Union
Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific
501-1000 employees
H1B Sponsorship
Patelco Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2022 (1)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Erin Mendez
CEO/President
Recent News
2025-11-25
2025-07-22
Company data provided by crunchbase