Certified Financial Specialist
Company: Patelco Credit Union
Location: Daly City
Posted on: June 6, 2021
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
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
Build our members’ financial health through conducting thorough
lending and new account interviews using available tools to uncover
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
Be a trusted advisor to our members in the areas of debt
management, credit advancement, and overall financial
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
Completion of financial well-being action plans and follow up with
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
Champion and drive adoption of financial health tools and
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
Eagerness to learn and a drive for continuous
Excellent verbal, written and interpersonal communication skills to
foster internal and external business relationships
Ability to be professional and empathetic in all
Ability to operate as a self -starter with strong organizational
Willing and able to be flexible and adapt to changing job
Technically savvy with smartphone operating systems, PCs and email
Flexible work schedule, including some evenings and
BA or BS in business, finance, or associated field, or equivalent
Engagement, and Teamwork.
An inspiring career that benefits both you and your
Competitive compensation packages with bonus
Full Medical/Dental/Vision benefits with minimal eligibility
Generous 401(k) with 3% Safe Harbor and 5% employer
Discounts on loan products
Community outreach opportunities
Patelco Credit Union is an Equal Opportunity Employer:
Keywords: Patelco Credit Union, Daly City , Certified Financial Specialist, Other , Daly City, California
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