Location: Danville

Full/Part Time: Full Time

Key Duties/Overview

• Manage and provide vision and leadership to the branch staff
• Goal-oriented, ensure quality of service to members, experience in managing productivity and ATM servicing
• Communicate effectively at all levels and possess skills in planning with the ability to monitor results

Primary Responsibilities

• Staff scheduling and maintaining attendance records
• Exercises good judgment, excellent communication and people skills
• Accommodating to sudden change as well as able to produce new solutions to problems
• Support Branch Manager in developing a culture within the branch in which quality and continuous improvement on all performance accountabilities, customer satisfaction
• Develops a team spirit among subordinates and supervisors; motivates every team member to promote and maximize sales and provide the highest possible level of customer service
• Provide assistance in managing all functions within the branch through effective communication and implementation of new/revised policies, procedures, and products/services
• Works cooperatively with management to effectively communicate and implement performance standards and sales objectives
• Assist Branch Manager in developing a staff capable of meeting current and future operating needs through effective selection, assessment and training
• Provides leadership to impact and enhance the positive image of credit union in the community
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and credit union products and services

Qualifications

• Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent ( preferred)
• Two to four years prior branch supervisory or team lead experience in a credit union or banking environment
• Demonstrated proficiency in supervising and motivating subordinates
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• Proven ability and leadership to handle multiple projects and meet deadlines
• Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• PC proficiency and excellent organizational skills
• Ability to work with all levels of management
• Good judgment with the ability to make timely and sound decisions

Location: San Francisco

Full/Part Time: Full Time

Key Duties/Overview

Primary Responsibilities

• Track incoming Bankruptcy Notices and ATTY/Trustee/Agency payments
• File Proofs of Claim in CH13 and CH7 asset cases
• Referring BK accounts to BK legal counsel.
• Processing BK discharge and dismissal notices on system
• Posting of monthly Bankruptcy Trustee, Collection agency, and member
• Placing non-BK charge-off accounts to collection agencies and attorneys
• Placing delinquent auto loans for Repossession
• Prepare and update various reports for charge offs, BK, CH7, CH13
• Coordinate and support vendor relationships
• Will represent Patelco Credit Union for various court appearances.

Qualifications

• Knowledge of US Bankruptcy System
• Knowledge of Collection Process
• Knowledge of collection process for non-BK charge-off recovery members
• Very strong organizational skills
• Strong verbal and written communication skills
• Strong negotiation skills
• Strong knowledge of Microsoft Word and Excel
• Strong decision-making skills
• Ability to meet numerous deadlines in fast-paced environment
• Ability to work independently

Location: San Ramon

Full/Part Time: Full Time

Key Duties/Overview

• Manage and provide vision and leadership to the branch staff
• Goal-oriented, ensure quality of service to members, experience in managing productivity and ATM servicing
• Communicate effectively at all levels and possess skills in planning with the ability to monitor results
• This is for San Francisco Bay Area

Primary Responsibilities

• Staff scheduling and maintaining attendance records
• Exercises good judgment, excellent communication and people skills
• Accommodating to sudden change as well as able to produce new solutions to problems
• Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities, customer satisfaction
• Develops a team spirit among subordinates and supervisors; motivates every team member to promote and maximize sales and provide the highest possible level of customer service
• Manages all functions within the branch through effective communication and implementation of new/revised policies, procedures, and products/services
• Works cooperatively with management to effectively communicate and implement performance standards and sales objectives
• Manages expenses and develops a staff capable of meeting current and future operating needs through effective selection, assessment, and training
• Provides leadership to impact and enhance the positive image of bank in the community
• Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services

Qualifications

• Bachelor’s degree (B.A./B.S.) in business related discipline or equivalent
• Two to four years prior branch management experience in a credit union or banking environment
• Demonstrated proficiency in supervising and motivating subordinates
• Ability to work with all levels of management
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• Proven ability and leadership to handle multiple projects and meet deadlines
• Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• PC proficiency and excellent organizational skills
• Good judgement with the ability to make timely and sound decisions

Location: Danville

Full/Part Time: Full Time

Key Duties/Overview

Primary Responsibilities

• Duties include, but not limited to, providing quality customer service to our credit union members, assisting with deposits and withdrawals, cashier checks, money orders, gift/traveler checks. Opening new accounts, ATM balancing and loan processing/funding.

Qualifications

• Be able to work in a highly demanding environment with flexible hours
• Have ability to be well organized, team-player, motivated and flexible with working hours
• Have excellent computer skills MS Windows and MS Office (Word & Excel) and Summit
• Have outstanding verbal and written communication skills
• Be detail oriented and able to multi-task
• Demonstrated ability and desire to thrive in a challenging fast paced work environment

Location: San Francisco

Full/Part Time: Full Time

Key Duties/Overview

• Manage and provide guidance and leadership to the Card Services operations and staff
• Goal-oriented while ensuring a high level of quality of service
• Communicate effectively at all levels and has the ability to monitor Card Services related transactions and/or activities

Primary Responsibilities

• Oversee daily operations of the Card Services department
• Review fraud cases for trends and/or suspicious activities
• Works cooperatively with outside processors and staff in overseeing dispute and fraud processing for credit/debit/ATM transactions
• Manages all Card Services related functions for the San Francisco office and coordinates work efforts for the Atwater location with the location supervisor
• Provides support and directions to staff in order to achieve Credit Union goals
• Manage staff scheduling and maintaining attendance records
• Develops and trains department staff and/or supervisors
• Conducts employee reviews and develops staff performance plans
• Exercises good judgment, excellent communications and people skills

Qualifications

• Bachelor's degree (B.A./B.S.) in business related discipline or equivalent ( preferred)
• Prior supervisory experience
• Must have basic knowledge of credit/debit card transaction processing
• Previous experience in credit card operations and ATM transaction processing a plus
• Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• Must be PC proficient, knowledgeable in Microsoft applications such as MS Office, Excel, etc. and have excellent organizational skills
• Strong interpersonal skills and ability to deal effectively with a diversity of individuals both in and outside of the credit union
• Ability to work with all levels of management
• Good judgment with the ability to make timely and sound decisions

Location: Atwater

Full/Part Time: Full Time

Key Duties/Overview

• Responsible for the management of the Collections Department in our Atwater call center location.
• This includes, but is not limited to, the development and improvement of the Collections department operational goals and training and development of the Collections staff.
• Supervise Collections staff who are responsible for collecting and following-up on delinquent accounts.

Primary Responsibilities

• • Staff scheduling and maintaining attendance records
• • Review collections report to ascertain status of collections and balance outstanding and evaluate effectiveness of Collections staff
• • Develops a team spirit among subordinates and supervisor; motivates every team member to promote and maximize effectiveness of staff
• • Monitor efficiency and timeliness in handling auto dialer calls
• • Works cooperatively with management to effectively communicate and implement performance standards
• • Maintains thorough and current knowledge of all federal, state, and local regulations as well as internal policies and procedures and bank products and services
• • Exercises good judgment, excellent communication and people skills
• • Accommodating to sudden change as well as able to produce new solutions to problems
• • Other duties as assigned to meet business needs

Qualifications

• • Bachelor’s degree (B.A./B.S.) or AA in business related discipline or equivalent (preferred)
• • At least five (5) years prior management or supervisory or team lead experience in a credit union or banking environment
• • Demonstrated proficiency in supervising and motivating subordinates
• • Excellent written and oral communication skills; strong organizational, problem-solving, and analytical skills
• • Strong interpersonal skills and ability to deal effectively with a diversity of individuals at all organizational levels
• • Proven ability and leadership to handle multiple projects and meet deadlines
• • Ability to manage priorities and workflow with versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
• • PC proficiency and excellent organizational skills
• • Ability to work with all levels of management
• • Good judgment with the ability to make timely and sound decisions

Location: San Francisco

Full/Part Time: Full Time

Key Duties/Overview

• Great Entry Level Opportunity
• Patelco Credit Union is seeking individuals with positive attitudes who enjoy working with the public and have the demonstrated desire and ability to thrive in a challenging, fast paced work environment.
• If you would like to team up with a respected industry leader that offers competitive salaries, an extensive benefits package for our full-time and part-time employees, and a great opportunity for career growth, please submit your resume for review.

Primary Responsibilities

• Contact members by phone to resolve payment issues and follow up to ensure proper collections
• Maintain records of contact and agreements with members regarding their past due accounts
• Prepare letters, reconcile customer accounts and provide reporting to management using Microsoft Word and Excel and other appropriate software
• Maintain positive member relations in all collections activity
• Ability to multi-task yet still be efficient and productive
• Additional duties as assigned

Qualifications

• Previous collections experience strongly preferred but not required
• Candidates must -
• Have excellent communication and organizatinal skills and be member-service oriented
• Be PC proficient in Windows and MS Office products
• Be able to learn about Patelco products and services quickly
• Be able to multi-task in a fast paced environment and demonstrate good judgement
• Be a motivated, self-starter, with a positive and outgoing attitude
• Must have High School Diploma/GED

Location: San Francisco

Full/Part Time: Full Time

Key Duties/Overview

• To provide information/assistance/support to staff, HSA owners, prospective HSA owners & their employers, regarding all facets of Health Savings Accounts.
• To set-up HSA accounts, post transactions, create & maintain files, monitor all transactions for IRS compliance

Primary Responsibilities

• Setting-up HSA accounts
• Monitoring all new HSA set-up, ensuring accuracy, document requirements are complete, and transactions are within IRS guidelines
• Providing members, branches and departments with HSA info, necessary docs, and all information regarding HSAs
• Provide prospective HSA owners and their employers information regarding HSAs as well as employer contribution set up
• Creating files for all HSAs. Maintain & monitor files, ensuring all transactions have
• Monitoring transactions using report and ensure HSA transaction codes are correct.
• Providing quality customer service to our credit union members, prospective HSA owners/employers
• High level of accuracy is required for data entry and posting transactions
• Perform other duties assigned

Qualifications

• Must have a High school graduate or GED
• Excellent computer skills MS Windows MS Office (Word & Excel). 1 year Summit experience
• 2 years of previous job-related experience
• 5 years of overall job experience
• 1 year basic IRA & HSA knowledge & work experience. Excellent knowledge of Patelco products & services.
• Be able to work in a highly demanding environment with flexible hours. Work schedule to be determined
• Have ability to be well organized, team-player, motivated and flexible with working hours
• Have excellent written communication skills
• Must have outstanding verbal communication skills by phone and in person.
• Be detail oriented and able to multi-task
• Demonstrates ability and desire to thrive in a challenging fast paced work environment

Location: San Francisco

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: San Ramon

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Danville

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Danville

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Pleasanton

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Walnut Creek

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Hayward

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: San Mateo

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Rohnert Park

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Fairfield

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Dublin

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Dublin

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Redwood City

Full/Part Time: Part Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Oakland

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Hayward

Full/Part Time: Full Time

Key Duties/Overview

• In this role, you will have the ability to provide superior customer service to all our members with Patelco products and services.
• A Member Service Representative performs a variety of paying and receiving functions for deposit and loan customers while striving to retain present customers and develop new business by extending professional and efficient service and suggesting additional services and products to serve customers’ needs.
• We are seeking candidates with positive attitudes and who enjoy working with the public and are committed to providing a valuable service.
• Training will be provided.

Primary Responsibilities

• Processes customer transactions including but not limited to deposits, withdrawals, checks, money orders, travelers’ checks
• Opens new accounts including but not limited to checking, savings, certificate, and money market
• Ensures completion of customer transactions in a timely and courteous manner
• Maintains working knowledge of all company products and/or services to provide cross-selling information on credit union products and services
• ATM balancing and vault teller functions
• Responds to customer inquiries regarding their accounts or company products/services in a professional and courteous manner
• Performs other duties as assigned by supervisor
• Saturday working hours are required if branch is open on Saturdays

Qualifications

• Be proficient on PCs, MS Office Products, and Outlook Email
• Must have demonstrated excellent cash handling experience and perform multiple tasks accurately and efficiently
• Should have the ability to work independently and exercise sound judgment without sacrificing the integrity
• Must have demonstrated the desire and ability to thrive in a challenging fast paced work environment
• Must be well organized, team-oriented, motivated and flexible with working hours
• Possession of strong customer service skills in a banking or retail environment is a plus
• Should have excellent oral and written communication skills
• Must have High School Diploma/GED

Location: Atwater

Full/Part Time: Part Time

Key Duties/Overview

• Patelco Credit Union is currently looking for a self-starter with high energy to work as a Telephone Service Representative in our Atwater, CA, location.
• In this position, the individual will have the ability to educate our members on the different product and services that Patelco has to offer.

Primary Responsibilities

• Answer calls and emails and provide solutions and alternatives that focus on member education about their accounts at the credit union in a timely manner.
• Refer calls to the appropriate departments.
• Cross-sell products and services to existing and potential members.
• Familiarity and understanding of Patelco's products, services and operations.
• Perform Other duties and responsibilities as assigned.

Qualifications

• Candidates must:
• The candidate must have English/Spanish oral and written communication skills.
• Have a high school diploma or GED
• Have minimum one year experience in a customer service call center
• Have strong customer service skills
• Be proficient on PC, MS Office Products, and Outlook Email (and Summit Systems preferred)
• Have excellent oral and writtent communication and organizational skills
• Be committed to the concepts of “team effort” and “quality member service”