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Credit Union Jobs in San Ramon, CA (NOW HIRING)

Financial Advisor

San Jose, CA · On-site

$75K - $160K/yr

This employment opportunity at TruStage located at KeyPoint Credit Union in Santa Clara, CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with TruStage and associated ...

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Marketing Specialist

San Jose, CA · On-site

$29 - $35/hr

Position Summary The Marketing Specialist supports a small, community-focused credit union in San Jose by helping increase local brand awareness, drive new member acquisition, deepen member ...

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Marketing Specialist

San Jose, CA · On-site

$29 - $35/hr

Position Summary The Marketing Specialist supports a small, community-focused credit union in San Jose by helping increase local brand awareness, drive new member acquisition, deepen member ...

New

Marketing Manager

Livermore, CA · On-site

$124K - $132K/yr

A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...

Marketing Manager

Livermore, CA · On-site

$124K - $132K/yr

A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...

Marketing Manager

Livermore, CA · On-site

$124K - $132K/yr

A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with ...

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Showing results 1-20

Credit Union information

See San Ramon, CA salary details

$14

$36

$107

How much do credit union jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for credit union in San Ramon, CA is $36.43, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $21.49 per hour, depending on experience, location, and employer.

What skills are needed for credit union jobs?

Credit union jobs typically require strong customer service skills, financial knowledge, and attention to detail. Employees should be proficient with banking software and have good communication abilities. Certifications such as a credit union or banking-specific license can also be beneficial.

What are the key skills and qualifications needed to thrive as a Credit Union Member Service Representative, and why are they important?

To thrive as a Credit Union Member Service Representative, you need strong financial knowledge, attention to detail, and typically a background in banking or customer service. Familiarity with banking software, cash handling systems, and compliance regulations is often required. Exceptional communication, problem-solving, and interpersonal skills help you build trust and effectively serve members. These skills and qualities are vital to ensuring accurate transactions, regulatory compliance, and a positive member experience.

What is the difference between Credit Union vs Loan Officer?

AspectCredit UnionLoan Officer
CredentialsTypically requires high school diploma or equivalent; some roles may need financial certificationsRequires high school diploma; often needs mortgage or loan origination licenses
Work EnvironmentNon-profit financial cooperative, community-focusedBanking or lending institutions, sales-driven environment
Employer & IndustryCredit unions, financial servicesBanks, mortgage companies, lending firms
Common Search/ComparisonYesYes

While credit union employees focus on member services and financial products within a cooperative setting, loan officers primarily evaluate and approve loan applications for banks or lending companies. Both roles require financial knowledge, but their work environments and objectives differ, with credit unions emphasizing community and member relations, and loan officers concentrating on lending and sales.

Is working at a credit union a good career?

Working at a credit union can be a stable and rewarding career, offering opportunities in customer service, financial advising, and management. Employees often benefit from a community-focused environment, competitive benefits, and opportunities for advancement with relevant skills and certifications. Job satisfaction depends on individual interests in finance and service roles.

What qualifications do I need to work in a bank?

To work in a bank, such as a credit union, candidates typically need a high school diploma or equivalent; some roles may require a college degree or relevant certifications. Customer service skills, basic financial knowledge, and proficiency with banking software are also important. Specific positions may have additional requirements or preferred qualifications.

How much do credit unions pay employees?

Employees at credit unions typically earn between $35,000 and $60,000 annually, depending on the role, experience, and location. Entry-level positions such as tellers often start around minimum wage, while management roles can pay significantly more. Compensation may also include benefits like health insurance and retirement plans.

What are some common challenges faced by employees working at a credit union, and how are they typically addressed?

Employees at credit unions often face challenges such as managing a high volume of member inquiries, staying updated with regulatory changes, and ensuring personalized service in a fast-paced environment. To address these, credit unions typically provide ongoing training, emphasize teamwork, and utilize up-to-date technology to streamline processes. Many credit unions also foster a collaborative culture, encouraging staff to share knowledge and support one another, which helps employees deliver excellent service while staying compliant with industry standards.

What is a credit union?

A credit union is a member-owned financial cooperative that provides banking services like savings accounts, loans, and credit cards. Unlike banks, credit unions are nonprofit organizations, and any profits are returned to members through lower fees and better interest rates. Membership is typically based on a common bond, such as where you work, live, or your association with a particular group. Credit unions are regulated and insured, making them a safe place for your money. They often focus on personalized service and community involvement.
What job categories do people searching Credit Union jobs in San Ramon, CA look for? The top searched job categories for Credit Union jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Credit Union jobs? Cities near San Ramon, CA with the most Credit Union job openings:
Infographic showing various Credit Union job openings in San Ramon, CA as of July 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $75,767 per year, or $36.4 per hour.
Financial Advisor - Patelco Credit Union

Financial Advisor - Patelco Credit Union

LPL Financial Holdings, Inc.

San Mateo, CA • On-site

Full-time

Posted 24 days ago


LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services


Job description

Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Patelco Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions. This position will offer:
  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.
Requirements:
  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Patelco Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Patelco Credit Union.
Tracking # 1-05026674
Pay Range:67,600 - 67,600
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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