Top 24 Banking specialist Jobs in Oakland, Ca

Personal Banker (Member Solutions Specialist)
Patelco Credit Union —San Leandro, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Dublin, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Relationship Banking Specialist I
California Bank of Commerce, N.A. —Walnut Creek, CA
- $33 - $35 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
6h
Credit Support Specialist, Analyst
JPMorganChase —San Francisco, CA
- $80,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Tuition reimbursement
Funding Specialist
Tesla —Hayward, CA
- $20.80 - $36.00 an hour
- Weekends as needed
- Mid-level
- Administrative experience
- Contracts
- Commuter assistance
- Health savings account
Relationship Specialist
Five Star Bank —San Francisco, CA
- $44 - $48 an hour
- Email
- Microsoft Word
- 5 years
- Data analysis skills
- On-the-job training
Small Business Specialist 3 - Berkeley, CA
U.S. Bank National Association —Berkeley, CA
- $31.30 - $45.90 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
13d
Client Relationship Specialist, Key Equipment Finance
KeyBank National Association —San Francisco, CA
- $71,000 - $125,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Bachelor's degree
13d
Small Business Specialist 3 - Walnut Creek, CA
U.S. Bank National Association —Walnut Creek, CA
- $31.30 - $45.90 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
13d
Hayward - Relationship Specialist 1 - Full time - Onsite (No.CA)
Nuvision Federal Credit Union —Hayward, CA
- $22.00 - $32.08 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Paid training
- Health insurance
Bilingual Spanish Consumer Lending Sales Specialist - Full Time
Advance America —El Cerrito, CA
- $19 - $23 an hour
- Overtime
- 18 years or older
- Spanish
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floater)
Poppy Bank —Millbrae, CA
- $25.00 - $39.13 an hour
- Full-time
- Microsoft Outlook
- Basic math
- Mid-level
14d
Small Business Specialist 3 - San Francisco, CA - Castro
U.S. Bank National Association —San Francisco, CA
- $31.30 - $45.90 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Loan Operations Specialist
BANK OF MARIN —Novato, CA
- $27.54 - $37.17 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Tuition reimbursement
Doc Specialist - PI
Toyota Marin —San Rafael, CA
- $20 an hour
- Customer service
- Entry level
Quick Apply
Pleasanton - Relationship Specialist 1 - Full Time - Onsite (No.CA)
Nuvision Federal Credit Union —Pleasanton, CA
- $22.00 - $32.08 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Paid training
- Health insurance
Member Relationship Specialist
Redwood Credit Union —Mill Valley, CA
- $24 - $31 an hour
- Full-time
- 18 years or older
- Computer literacy
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Loan Sales Specialist
OneMain General Services Corporation —San Francisco, CA
- $23 - $25 an hour
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Vallejo Branch - Member Service Specialist II (Full-Time)
Golden 1 Credit Union —Vallejo, CA
- $22.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
13d
J.P. Morgan Wealth Management - Executive Director, Lending Specialist
JPMorganChase —San Francisco, CA
- $157,000 - $285,000 a year
- Full-time
- Senior level
- Leadership
- Time management
- Health insurance
- Tuition reimbursement

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Personal Banker (Member Solutions Specialist)

Patelco Credit Union -
San Leandro, CA

Apply Now

Job Details

Full-time
$29.50 an hour

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

Productivity software

Full Job Description

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:

Are you ready to make a difference as a Personal Banker (Member Solutions Specialist) and elevate our members’ experience by delivering exceptional service? This exciting opportunity empowers you to maximize member engagement by providing a range of product options. You will directly assist members in opening new accounts, offering credit card products, Money Market/CD accounts, consumer loans, and mortgage loans. We’re united in our mission to help uplift each other, our members, and the communities we serve.

Responsibilities:

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.
Build our members' financial health through conducting thorough consumer loans, home loans, and new account interviews using available tools to uncover financial needs and submit applications as needed.
Advise our members in the areas of debt management, credit advancement, mortgages, and overall financial well-being.
Engage members in an in-depth financial health evaluation using available tools to recommend and open appropriate products and services.
Support community relationships on an as-needed basis
Adopt new and existing tools that will enhance the member experience and consultation process.
Advocate member adoption of new technology, campaigns, promotions, and digital products.
Partner with our internal experts to recommend products and services to our members so they can achieve financial freedom.
Be a resource to train new and existing team members 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.
Assess risk associated with your business processes and identifying control deficiencies to drive the company compliance and risk mindset and business performance.
Other duties as assigned.

Qualifications:

Minimum 3-5 years of prior experience as a teller and personal banker
Maintain eligibility for NMLS, Medallion, and Notary certifications.
Excellent verbal, written, and social communication skills
Ability to be professional and understanding in all interactions.
Willing and able to be flexible and adapt to changing job requirements
Ability to operate as a self-starter with strong organizational skills
Passion for providing exceptional service, Integrity, and Resourcefulness
Eagerness to learn and a drive for continuous improvement
Savvy with PCs, email, and proficient in all Microsoft Office suite of products
Some evenings and Saturdays are required
Must be willing to travel
Bachelor's degree in business, Finance, or associated field preferred

Target Base Pay:

$29.50 / 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:

Exceptional Medical, Dental, Vision, and Life Insurance benefits
Rewards for completing wellness related activities

Financial Health:

Competitive compensation packages with bonus opportunity
401(k) with 3% Safe Harbor and 5% employer match
Discounts on loan products
Tuition reimbursement

Emotional Health:

Employee Assistance Program (EAP)
PTO for part-time and full-time positions
Paid holidays

Personal Development:

On-the-job training and skills development
Internal transfer opportunities for career growth
Volunteer work

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

IND123

Apply Now

Refine Your Search

banking specialist jobs in oakland, ca

Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Relationship Banking Specialist I

Credit Support Specialist, Analyst

Funding Specialist

Relationship Specialist

Small Business Specialist 3 - Berkeley, CA

Client Relationship Specialist, Key Equipment Finance

Small Business Specialist 3 - Walnut Creek, CA

Hayward - Relationship Specialist 1 - Full time - Onsite (No.CA)

Bilingual Spanish Consumer Lending Sales Specialist - Full Time

Branch Operations Specialist (Floater) OR Branch Operations Officer (Floater)

Small Business Specialist 3 - San Francisco, CA - Castro

Loan Operations Specialist

Doc Specialist - PI

Pleasanton - Relationship Specialist 1 - Full Time - Onsite (No.CA)

Member Relationship Specialist

Loan Sales Specialist

Vallejo Branch - Member Service Specialist II (Full-Time)

J.P. Morgan Wealth Management - Executive Director, Lending Specialist

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