OTHER

FEED

UNKNOWN

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. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.

About Patelco Credit Union:
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:
As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve.   You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently. 

Responsibilities:
<ul><li>Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions.</li><li>Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. </li><li>Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their financial well-being. </li><li>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</li><li>Engage with new and existing members via follow-up activities, including outbound calls and community engagement events when appropriate.</li><li>Partner with branch leadership to maintain operational integrity while mitigating risk, following the standards of the organization.</li><li>Work cross-functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns. </li><li>Adopt new and existing tools that will enhance the member experience and consultation process.</li><li>Exercise informed judgment as appropriate to accommodate members.</li><li>Serve as a resource to train new and existing team members as appropriate. </li><li>Advocate member adoption of new technology, campaigns, promotions, and digital products.</li><li>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.</li><li>Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.</li><li>Other duties as assigned.</li></ul>

Qualifications:
<ul><li>Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required </li><li>Excellent verbal, written, and social communication skills  </li><li>Ability to be professional and understanding in all interactions</li><li>Willingness and ability to be flexible and adapt to changing job requirements</li><li>Passion for providing exceptional service, integrity, and resourcefulness</li><li>Eagerness to learn and a drive for continuous improvement. </li><li>Savvy with PCs, email, and proficient in all Microsoft Office suite of products</li><li>Some evenings and Saturdays are required</li><li>Minimum of a High School Diploma/GED </li><li>Must be willing to travel </li></ul>

Target Base Pay:
$29/ hr

Compensation at Patelco:
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer:
Physical Health: <ul><li>Exceptional Medical, Dental, Vision, and Life Insurance benefits </li><li>Rewards for completing wellness related activities </li></ul>Financial Health: <ul><li>Competitive compensation packages with bonus opportunity</li><li>401(k) with 3% Safe Harbor and 5% employer match</li><li>Discounts on loan products</li><li>Tuition reimbursement </li></ul>Emotional Health: <ul><li>Employee Assistance Program (EAP) </li><li>PTO for part-time and full-time positions </li><li>Paid holidays </li></ul>Personal Development: <ul><li>On-the-job training and skills development</li><li>Internal transfer opportunities for career growth </li><li>Volunteer work </li></ul>Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans  IND123

Patelco Credit Union

Teller (Senior Member Service Representative)

Bank Secrecy Act

Banking Regulations

Business Processes

Communication Skills

Continuous Improvement

Corporate Compliance

Credit Union

Cross-Functional

Customer Experience

Customer Support/Service

Employee Assistance Plan

Federal Laws and Regulations

Financial Literacy

Financial Services

Follow Through

Food and Beverage Industry

Futures

High School Diploma

Hospitality and Tourism

Interviewing Skills

Leadership

Life Insurance

Loan Submission

Loans

Maintain Compliance

Microsoft Office

Money Laundering

Needs Assessment

Presentation/Verbal Skills

Process Improvement

Retail

Risk

Risk Analysis

Risk Management

Service Delivery

State Laws and Regulations

Training/Teaching

Transaction Processing/Management

Tuition Reimbursement

Vision Plan

Willing to Travel

Writing Skills

[AW]-iCims

HOUR

About Patelco Credit Union:
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.  We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.  We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:
As a Teller (Senior Member Service Representative) in our branches, you will have the chance to make a difference in the lives of every member you serve.   You will be responsible for delivering high-quality service by assessing the Members' needs while processing their transactions efficiently. 

Responsibilities:
<ul><li>Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions.</li><li>Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. </li><li>Build relationships with members through effective listening, interviewing, and communication skills to determine products and services that benefit their financial well-being. </li><li>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</li><li>Engage with new and existing members via follow-up activities, including outbound calls and community engagement events when appropriate.</li><li>Partner with branch leadership to maintain operational integrity while mitigating risk, following the standards of the organization.</li><li>Work cross-functionally across the organization to assess, handle, and follow through with complex account inquiries, transactions, or member concerns. </li><li>Adopt new and existing tools that will enhance the member experience and consultation process.</li><li>Exercise informed judgment as appropriate to accommodate members.</li><li>Serve as a resource to train new and existing team members as appropriate. </li><li>Advocate member adoption of new technology, campaigns, promotions, and digital products.</li><li>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.</li><li>Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.</li><li>Other duties as assigned.</li></ul>

Qualifications:
<ul><li>Minimum 1-2 years of prior customer service experience within the financial services, food industry, hospitality or retail environment required </li><li>Excellent verbal, written, and social communication skills  </li><li>Ability to be professional and understanding in all interactions</li><li>Willingness and ability to be flexible and adapt to changing job requirements</li><li>Passion for providing exceptional service, integrity, and resourcefulness</li><li>Eagerness to learn and a drive for continuous improvement. </li><li>Savvy with PCs, email, and proficient in all Microsoft Office suite of products</li><li>Some evenings and Saturdays are required</li><li>Minimum of a High School Diploma/GED </li><li>Must be willing to travel </li></ul>

Target Base Pay:
$29.00/hr 

Compensation at Patelco:
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We Offer:
Physical Health: <ul><li>Exceptional Medical, Dental, Vision, and Life Insurance benefits </li><li>Rewards for completing wellness related activities </li></ul>Financial Health: <ul><li>Competitive compensation packages with bonus opportunity</li><li>401(k) with 3% Safe Harbor and 5% employer match</li><li>Discounts on loan products</li><li>Tuition reimbursement </li></ul>Emotional Health: <ul><li>Employee Assistance Program (EAP) </li><li>PTO for part-time and full-time positions </li><li>Paid holidays </li></ul>Personal Development: <ul><li>On-the-job training and skills development</li><li>Internal transfer opportunities for career growth </li><li>Volunteer work </li></ul>Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans  IND123

Sr Member Service Rep

About Patelco Credit Union:
Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.  We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.  We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:
Calling all dynamic Bankers! Ready to take charge as a Floating Team Lead, elevating branch operations and delivering top-notch member service? This high-energy role puts you at the forefront of maximizing member engagement through our diverse product offerings. This is a great opportunity to enhance your leadership skills for the next step in your career. This is a floating role, requiring travel to different branches for an undisclosed amount of time-based on business needs. The Floating Team Lead will support the below branches:<ul><li>Berkeley (home branch)</li><li>Oakland branches</li><li>Hayward</li><li>San Leandro </li><li>Daly City</li><li>SF Branches</li><li>San Bruno</li><li>San Mateo</li></ul>Mileage is reimbursed.

Responsibilities:
<ul><li>Travel to branches within designated region on a frequent basis for an undetermined length of time. </li><li>Conduct transactions for example, opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier’s checks, money orders, and other complex transactions.  </li><li>Apply strong critical thinking and problem-solving skills to meet member and team members’ needs. </li><li>Support in coaching, training, and developing team members and new hires on delivering exceptional member service and offering solutions to improve members’ financial well-being by tailoring recommendations with Patelco’s products, services, and digital solutions throughout the region.  </li><li>Focus on member financial well-being, acting in the best interest of the membership.  </li><li>Collaborate effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships. </li><li>Confidently identify solutions for new and existing members based on their short- term and long-term needs.  </li><li>Communicate effectively and confidently while engaging all members and team members.</li><li>Learn and adapt to new information, procedures, processes, and technology platforms. </li><li>Support and partner with Retail Performance Manager to ensure strategic alignment and execution of organizational strategies and initiatives.  </li><li>Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members.  </li><li>Complete required branch internal audits as needed. </li><li>Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions </li><li>Efficiently manage time and capacity.  </li><li> 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.</li><li>Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.</li><li>Perform other duties as assigned </li></ul>

Qualifications:
<ul><li>3-5 years of experience in financial services (banker and teller experience) and knowledge of financial services industry, products, and solutions </li><li>Leadership experience is a preferred</li><li>Must have reliable source of transportation to travel to branches with limited notice </li><li>Possession of strong customer service and sales skills, especially in a banking or retail environment preferred</li><li>Enthusiastic, passionate, highly motivated self-starter with a strong work ethic </li><li>Ability to be well organized, team-player, motivated and flexible with working hours </li><li>Excellent computer skills MS Windows and MS Office (Word & Excel) </li><li>Outstanding oral and written communication skills </li><li>Ability to perform multi-task and detail oriented </li><li>Demonstrated ability and desire to thrive in a challenging fast paced work environment </li><li>Must have HS Diploma/GED </li></ul>

Target Base Pay:
$30 / hr

Compensation at Patelco:
Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer:
Physical Health: <ul><li>Exceptional Medical, Dental, Vision, and Life Insurance benefits </li><li>Rewards for completing wellness related activities </li></ul>Financial Health: <ul><li>Competitive compensation packages with bonus opportunity</li><li>401(k) with 3% Safe Harbor and 5% employer match</li><li>Discounts on loan products</li><li>Tuition reimbursement </li></ul>Emotional Health: <ul><li>Employee Assistance Program (EAP) </li><li>PTO for part-time and full-time positions </li><li>Paid holidays </li></ul>Personal Development: <ul><li>On-the-job training and skills development</li><li>Internal transfer opportunities for career growth </li><li>Volunteer work </li></ul>Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans  IND123

Floating Team Lead - East Bay Shore/SF Peninsula

Bank Management

Business Strategy

Coaching

Computer Skills

Detail Oriented

Internal Audit

Loan Funding

Loan Processing

Microsoft Excel

Microsoft Windows Operating System

Microsoft Word

Multitasking

Organizational Skills

Performance Management

Problem Solving Skills

Procedure Implementation

Product Documentation

Regulatory Compliance

Retail Banking

Sales

Team Lead/Manager

Team Player

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Overview: Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.

Introduction:
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.  Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview:
Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As a Sr. Relationship Banker, you will play a key role in <ul><li>managing, retaining, and acquiring long-lasting win-win relationships with our customers</li><li>actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs</li><li>leveraging the bank’s latest technology products to meet our customers’ expanding needs </li></ul>We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers.

Responsibilities:
<ul><li>Achieve quarterly and annual team/branch sales goals: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires, and other commercial and consumer products</li><li>Source and develop loans including but not limited to HELOC, Residential Loan and Commercial Loan</li><li>Comply with annual renewals and all regulations for MLO; understand the interest rates, financing, and calculations to better service potential mortgage customers</li><li>Maintain a thorough knowledge of the bank’s loan products and an understanding of the qualifications required </li><li>Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange</li><li>Highly motivated self-starter with a strong work ethic and focus on results with clients’ best interest in mind</li><li>Applies strong critical thinking and problem-solving skills to meet clients’ needs</li><li>Engage and partner with team members and other lines of business to offer most appropriate products to customers</li><li>Communicates effectively and confidently while engaging with clients</li><li>Mentor, coach and provide guidance to employees to achieve sales and service goals for the branch</li><li>Expert in using digital resources and technologies to optimize clients’ digital banking experience</li><li>Strong desire and ability to influence, educate, and connect customers to technology</li><li>May perform other duties as assigned</li></ul>

Qualifications:
<ul><li style="margin-bottom:0in">High school diploma or general education degree (GED) required; Bachelor’s degree preferred</li><li style="margin-bottom:0in">2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry</li><li style="margin-bottom:0in">Series 6 and 63 investment and life insurance license</li><li style="margin-bottom:0in">Strong financial acumen and communication skills</li><li style="margin-bottom:0in">Proficiency in sales and service including prospecting and networking</li><li style="margin-bottom:0in">Strong familiarity and fluency with branch technology, mobile and online banking platforms</li><li style="margin-bottom:0in">Strong problem-solving, decision-making, and customer-service skills</li><li style="margin-bottom:0in">Able to adapt to new process and technologies quickly</li><li style="margin-bottom:0in">Ability to follow standard operating policies and procedures</li></ul>  Applicants must have legal authorization to work in the United States.  We do not offer visa sponsorship at this time.  

Compensation:
The base pay range for this position is USD $26.00/Hr. - USD $29.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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