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Regional Team Lead (Floating Personal Banker)

Company: Patelco Credit Union
Location: San Jose
Posted on: January 16, 2022

Job Description:

About Patelco Credit Union:We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.
Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With more than 400,000 members primarily in and around northern California, Patelco is committed to improving their members' financial well-being and fueling hope and opportunity for its members by offering personalized solutions, advice, and expertise that empower them to achieve personal financial freedom. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $8 billion in assets.Overview:The Floating Personal Banker is responsible for delivering high quality member service while focusing on complex issues and using their knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Floating Personal Banker in our branches you will have the opportunity to support branch leadership on day to day operations.Responsibilities:

  • Focus on member financial well-being, acting in the best interest of the membership.
  • Travel to branches within designated region on a frequent basis for an undetermined length of time.
  • Collaborate effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships.
  • Confidently identify solutions for new and existing members based on their short- term and long-term needs.
  • Conduct transactions for example, opening new accounts, loan processing, funding, assisting with deposits and withdrawals, cashier's checks, money orders, and other complex transactions.
  • Communicate effectively and confidently while engaging all members and team members.
  • Learn and adapt to new information, procedures, processes, and technology platforms.
  • Apply strong critical thinking and problem-solving skills to meet member and team members' needs.
  • 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.
  • Support and partner with Retail Performance Manager to ensure strategic alignment and execution of organizational strategies and initiatives.
  • Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members.
  • Complete required branch internal audits as needed.
  • Review and maintain knowledge of product guides, fees, and policies to stay current on offerings for product suggestions
  • Efficiently manage time and capacity.
  • Perform other duties as assignedQualifications:
    • Must have HS Diploma/GED
    • Must have reliable source of transportation to travel to branches with limited notice
    • Experience in financial services and knowledge of financial services industry, products, and solutions
    • Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
    • Excellent computer skills MS Windows and MS Office (Word & Excel)
    • Enthusiastic, passionate, highly motivated self-starter with a strong work ethic
    • Ability to be well organized, team-player, motivated and flexible with working hours
    • Outstanding oral and written communication skills
    • Ability to perform multi-task and detail oriented
    • Demonstrated ability and desire to thrive in a challenging fast paced work environmentWe Offer:
      • Empowerment, Engagement, and Teamwork.
      • An inspiring career that benefits both you and your community
      • Competitive compensation packages with bonus opportunity
      • Full Medical/Dental/Vision benefits with minimal eligibility waiting period
      • Generous 401(k) with 3% Safe Harbor and 5% employer match
      • Discounts on loan products
      • Tuition Reimbursement
      • Community outreach opportunitiesPatelco Credit Union is an Equal Opportunity Employer: disability/veteran

Keywords: Patelco Credit Union, San Jose , Regional Team Lead (Floating Personal Banker), Other , San Jose, California

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