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Patelco Jobs (NOW HIRING)

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 ...

Senior Accountant

Dublin, CA

$83K - $104K/yr

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 ...

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 ...

Senior Accountant

Dublin, CA · On-site

$83K - $104K/yr

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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Patelco information

See salary details

$25K

$60.5K

$96.5K

How much do patelco jobs pay per year?

As of Jun 9, 2026, the average yearly pay for patelco in the United States is $60,464.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $69,500.00 per year, depending on experience, location, and employer.

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

To excel as a Member Services Representative at Patelco Credit Union, you need strong customer service skills, attention to detail, and a background in banking or finance, often supported by a high school diploma or equivalent. Familiarity with banking software, CRM systems, and basic financial products is typically required. Exceptional communication, problem-solving, and interpersonal skills help you build trust and effectively assist members. These abilities are vital for delivering high-quality service, ensuring member satisfaction, and maintaining the credit union's reputation.

What is a Patelco employee and what do they do?

A Patelco employee works for Patelco Credit Union, which is a member-owned, not-for-profit financial institution. Employees at Patelco fill various roles, including customer service, loan processing, financial advising, and branch management. Their primary responsibility is to assist members with their banking needs, such as opening accounts, processing transactions, and providing guidance on financial products and services. Patelco employees are also expected to uphold the organization's values of service, integrity, and community support.

What are some common challenges faced by Member Service Representatives at Patelco Credit Union, and how can new hires prepare for them?

Member Service Representatives at Patelco Credit Union often face the challenge of balancing high-quality customer service with the need to meet sales and compliance goals. They interact with a diverse member base, which requires patience, strong communication skills, and in-depth knowledge of Patelco’s financial products. New hires can prepare by familiarizing themselves with Patelco’s offerings, actively practicing problem-solving scenarios, and developing multitasking abilities to handle transactions efficiently while addressing member concerns. Team collaboration is key—reaching out to colleagues and participating in ongoing training can help ease the transition and ensure success in this dynamic environment.

What is the difference between Patelco vs Credit Union Teller?

AspectPatelcoCredit Union Teller
CredentialsTypically requires high school diploma or equivalent; some positions may prefer customer service experienceHigh school diploma or equivalent; customer service skills often preferred
Work EnvironmentBank branches, customer service centers, or remote workBank branches, credit union offices, customer service areas
Employer & IndustryCredit unions, financial servicesCredit unions, financial services
Common Search & ComparisonPatelco vs Credit Union Teller

Patelco and credit union tellers both work in financial institutions providing customer service, cash handling, and account assistance. While Patelco is a specific credit union, a credit union teller is a general role found across many credit unions. The main differences lie in the specific employer and branding, but the job requirements and work environment are quite similar.

More about Patelco jobs
What cities are hiring for Patelco jobs? Cities with the most Patelco job openings:
What states have the most Patelco jobs? States with the most job openings for Patelco jobs include:
Infographic showing various Patelco job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 89% Physical, and 11% Hybrid job distribution, with an average salary of $60,464 per year, or $29.1 per hour.
Financial Advisor - Patelco Credit Union

Financial Advisor - Patelco Credit Union

LPL Financial Holdings, Inc.

San Mateo, CA • On-site

Full-time

Posted 6 days ago


LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 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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