Patelco Credit Union · 17 hours ago
Customer Service Phone Representative (Temp to Hire)
Modesto-Merced Area
Full-time
Onsite
Entry Level
$22/hr - $22/hr
1+ years expPatelco Credit Union is a not-for-profit credit union dedicated to building financial health and wellbeing for its members. The role of the Customer Service Phone Representative involves providing exceptional service to both internal and external members via phone, assisting with inquiries, and ensuring compliance with applicable regulations.
Financial Services
Responsibilities
Deliver exceptional service to both internal and external members, in alignment with the credit union’s mission, vision, and values
Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures
Assist members with phone inquiries on accounts and loans
Process member requests over the phone such as payments and transfers
Actively listen and seek to understand member financial needs, questions and concerns
Notate systems of record for each interaction and create service requests as needed
Help members with troubleshooting basic online banking and mobile errors/issues including user ID and password resets
Identify needs and offer products and services that improve the financial well-being of our members
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
Other duties as assigned
Qualification
Required
One or more years of customer service experience (preferably financial institutions or contact centers)
Ability to work flexible hours within Hours of Operation of Monday-Friday 7:30AM-7:00PM and Saturdays 7:30AM-4:00PM Pacific (Saturday rotation available)
Have strong customer service skills
Strong commitment to consistent attendance and punctuality
Be proficient on PC, MS Office Products, and email
Business professional verbal and written communication skills
Be detail oriented, well organized, a team player, and self-starter
Ability to work efficiently in a fast-paced call center
Minimum of a HS Diploma/GED
Preferred
Bilingual (English/Spanish) skills are a plus
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