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Certified Financial Specialist

Company: Patelco Credit Union
Location: Daly City
Posted on: June 6, 2021

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 is a not-for-profit credit union, serving the financial needs and aspirations of more than 400,000 members. What we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focuses on transparency, simplicity, and trust. Our mission remains the same as when we started in 1936, to provide products, services, education and expertise that will empower our members to rise up and achieve financial freedom.


The Certified Financial Specialist is responsible for delivering high quality member service while focusing on complex issues and using their advanced knowledge of our multiple products to maximize member participation. This role will serve as a trusted advisor to our membership in Daly CIty and will leverage their expertise to deliver a vision of financial well-being to our members while providing outstanding member service. As a Certified Financial Specialist, you will have the chance to make a difference in the lives of every member you serve.


  • Offer best in class service to our members through prompt, efficient, courteous, and professional interactions.
  • Act as a Subject Matter Expert in Patelco and industry products and service offerings to assist members with complex financial transactions and accounts, including IRA, POA and Fiduciary.
  • Build our members' financial health through conducting thorough lending and new account interviews using available tools to uncover financial needs.
  • Build ongoing member relationships through each interaction by ensuring our member's financial needs are met.
  • Advanced proficiency in proactive outreach efforts such as outbound calling and follow-up.
  • Utilize credit union resources to proactively manage and impact member retention.
  • Be a trusted advisor to our members in the areas of debt management, credit advancement, and overall financial security.
  • Be a resource to train new and existing team members in the area of financial well-being as needed.
  • Responsible for managing member consultation requests via multiple delivery channels.
  • Completion of financial well-being action plans and follow up with members.
  • Partner with both Community Engagement, Membership Development and other Patelco teams as needed.
  • Act as an advocate for members in need of credit assistance, including referring to external partner programs such as Balance.
  • Champion and drive adoption of financial health tools and resources.
  • Utilize financial health partners such as Balance for an advanced member consultation as needed.
  • 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.


  • Service Passion, Integrity, and Resourcefulness.
  • Eagerness to learn and a drive for continuous improvement.
  • Excellent verbal, written and interpersonal communication skills to foster internal and external business relationships
  • Ability to be professional and empathetic in all interactions.
  • Ability to operate as a self -starter with strong organizational skills
  • Willing and able to be flexible and adapt to changing job requirements.
  • Technically savvy with smartphone operating systems, PCs and email systems.
  • Flexible work schedule, including some evenings and Saturdays.
  • BA or BS in business, finance, or associated field, or equivalent work experience

We 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 opportunities

Patelco Credit Union is an Equal Opportunity Employer: disability/veteran


Keywords: Patelco Credit Union, Daly City , Certified Financial Specialist, Other , Daly City, California

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