Reviews alerts of potentially fraudulent activity related to deposit account behavior, new account analysis, and payment card transactions, including account origination, ACH activity, wire activity, deposit activity, check activity, credit line payment activity, and payment card transaction activity. Performs investigation of fraud related disputes reported by members, r

Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions. Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. Build relationships with members through effective listening, interviewin

Creates, maintains, and produces regular reporting to measure various aspects of Fraud Prevention performance. Partners with business and technology stakeholders to understand the data landscape related to fraud and implement changes necessary to create a complete picture of fraud for Patelco. Performs in depth analysis on large data sets related to fraud, transactional a

Support Branch Manager in developing a culture within the branch in which quality and continuous improvement on all performance accountabilities and member interactions. Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the features and benefits of our products and services, support overall credit union member servi

Create and execute content, including graphics, email updates, videos and presentations. Measure the effectiveness of communications (in partnership with manager and HR) to identify opportunities for improvement based on data. Maintain content calendar to identify and ensure all channels covered Identify opportunities to promote the team experience to build upon our promi

Perform maintenance and repairs to the mechanical, plumbing, structural, furniture, fire, life safety, and control systems. Performs daily general maintenance duties such as preventive maintenance, trouble calls, and emergency maintenance as needed and assigned. Check fire/life safety systems, fire alarm panel, fire extinguishers, etc. Conduct regular inspections to ensur

Offer best in class service to our members through prompt, efficient, courteous, and professional interactions . Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes . Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow up and resolution . B

WHAT WILL YOU DO ? Deliver exceptional service to both internal and external members, in alignment with the credit union's mission, vision, and values. Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures. Assist members with phone inquiries on accounts and loans. Process member requests over the phone such as payments and transfers. A

Provide excellent service to our diverse members through prompt, efficient, courteous, and professional interactions. Analyze members' needs while processing transactions, including cash handling, and provide education and recommendations on products and services that improve their financial health. Build relationships with members through effective listening, interviewin

Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement. Analyzes client financial information (including assets, income, debts and other liabilities, cash flow, and tax status), investment objectives and goals and determining which financial products best meet ind

Offer best in class service to our members through prompt, efficient, courteous, and professional interactions. Focus on member financial well being, acting in the best interest of the membership. Collaborates effectively with branch leadership to execute initiatives while building and nurturing strong team member relationships. Identifies solutions for new and existing m